NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹11.49
2.04%
NAV as on 18 Mar 26, 12:00 AM
risk
mid cap
equity
NAV as on 18 Mar 26, 12:00 AM
risk
mid cap
equity
14.33%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
14.68%p.a.
Since Inception
About Helios Mid Cap Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Helios Mid Cap Fund -Growth scheme from Helios Capital Asset Management (India) Private Limited. It is a Mid Cap mutual fund scheme that predominantly invests in Mid Cap stocks of companies. Launched on Mar 2025, Helios Mid Cap Fund -Growth is Mid Cap fund of its category with 1,227.83 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Mid Cap funds.
- Helios Mid Cap Fund -Growth delivered 14.3% annual returns during the last year. It has delivered 14.7% average annual returns since the fund was launched.
- Helios Mid Cap Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
Phoenix Mills Ltd
2.62%
PNB Housing Finance Ltd
1.01%
Radico Khaitan Ltd
0.74%
Patanjali Foods Ltd
0.30%
Saregama India Ltd
0.14%
V2 Retail Ltd
0.37%
Multi Commodity Exchange Of India Ltd
3.01%
NBCC India Ltd
1.25%
IDFC First Bank Ltd
2.49%
BLS International Services Ltd
1.15%
Fund Managers
- Alok Bahl (Feb 2025 - Present)
- Pratik Singh (Feb 2025 - Present)
Key Information
View Scheme Document
Helios Mid Cap Fund -Growth SIP Calculator
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NRI Mutual Fund Tax on Helios Mid Cap Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Helios Mid Cap Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Helios Mid Cap Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Frequently Asked Questions
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