Helios Large & Mid Cap Fund - Direct Plan - Growth Option

Helios Large & Mid Cap Fund - Direct Plan - Growth Option holds up reasonably well within the Large & MidCap category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 69/100.

Cost: At 1.2%, the expense ratio runs 26% above the Large & MidCap category average of 0.95%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.16 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.17% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.