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

Helios Large & Mid Cap Fund - Regular Plan - Growth Option holds up reasonably well within the Large & Mid Cap Fund 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 77/100.

Cost: At 0.74%, the expense ratio is meaningfully cheaper — about 36% below the Large & Mid Cap Fund category average of 1.15% (based on 32 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.19 — 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 with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.