Helios Mid Cap Fund - IDCW Payout - Direct Plan

Mid Cap Fund

Very High

NAV (as on 15 Oct 2026)

₹ 13.54

Loan against Helios Mid Cap Fund - IDCW Payout - Direct Plan

This fund isn't currently accepted as security. You may hold other funds that are — check your portfolio.

Loans provided by South Indian Bank Ltd. Stamp duty and other statutory charges at actuals.

Investment Returns (CAGR)

1 yr.
7.67%

3 yr.
NA

5 yr.
NA

Since Inception.
21.46%

Fund Overview

Fund Size (Rs.)
NA

Exit Load
Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M

Scheme Type
5

ISIN
INF0R8701335

Expense Ratio
0.98%

Minimum SIP (Rs.)
-

Launch Date
13 Mar 2025

Fund House
Helios Capital Asset Management (India) Private Limited

Investment Returns Calculator

Monthly SIP

Lump Sum

Monthly investment

₹10000

Time period

3yr

Expected Annual Return

10%

Your results

Total Value of your Investment:

Invested Amount

Est. Returns

Result will be displayed here

Check your eligible loan amount against mutual funds

Total Value of your mutual fund

₹

You are eligible for

₹

50,000

Minimum portfolio value: ₹50,000

Interest Rate: 10% *

Choose tenure

6 mon 12 mon 18 mon

24 mon

installment options

Balloon

₹

416

per month

EMI

₹

4395

per month

Apply For Loan

What is a loan against mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.

You may borrow up to 70% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.

Loan facility is provided by our NBFC partner

Apply For Loan

Check out related funds:

About Helios Mid Cap Fund - IDCW Payout - Direct Plan

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of mid cap companies.

Helios Mid Cap Fund - IDCW Payout - Direct Plan

Mid Cap Fund

Very High

NAV (15 Oct 2026)

₹ 13.54

Fund Overview

Fund Size (Rs.)
NA

Benchmark Index
----

Scheme Type
5

ISIN
INF0R8701335

Expense Ratio
0.98%

Minimum SIP (Rs.)
-

Launch Date
13 Mar 2025

Fund House
Helios Capital Asset Management (India) Private Limited

Exit Load
Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M

Investment Returns (CAGR)

1 yr. 7.67%

3 yr.

5 yr.

Since Inception. 21.46%

Investment Returns Calculator

Monthly SIP

Lump Sum

Monthly investment

₹10000

Time period

3yr

Expected Annual Return

10%

Your results

Total Value of your Investment:

Invested Amount

Est. Returns

result_mweb will be displayed here

Check your eligible loan amount against your mutual funds.

Total Value of your mutual fund

₹

You are eligible for

₹

50,000

Minimum portfolio value: ₹50,000

Interest Rate: 10% *

Choose tenure

6 mon 12 mon 18 mon

24 mon

installment options

Balloon

₹

416

per month

EMI

₹

4395

per month

Apply For Loan

Loan facility is provided by our NBFC partner

What is a
loan against
mutual funds?

Apply now

Check out related funds:

About Helios Mid Cap Fund - IDCW Payout - Direct Plan

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of mid cap companies.