Helios Large & Mid Cap Fund(IDCW)
Ticker: mf16607
Decent
68/100
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H
Helios Large & Mid Cap Fund(IDCW Payout)
The fund shows decent potential with a balanced approach to growth and profitability, but caution is advised due to some execution risks.
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S
SBI FMP-49-1823D(IDCW)
The stock shows potential risks with limited growth and profitability concerns, making it a risky investment at this time.
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N
Nippon India Nifty G-Sec Sep 2027 Maturity Index Fund(IDCW)
The Nippon India Nifty G-Sec Sep 2027 Maturity Index Fund is a decent investment for conservative investors seeking stability, but it lacks significant growth potential.
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I
ITI Balanced Advantage Fund(IDCW)
The fund shows potential with a decent score, but investors should be cautious of profitability inconsistencies and execution risks.
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S
SBI FMP-44-1855D(IDCW)
The stock shows moderate potential but carries risks due to inconsistent growth and liquidity concerns.
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N
Nippon India Nifty AAA PSU Bond Plus SDL - Sep 2026 Maturity 50:50 Index Fund(IDCW)
The fund presents a decent investment opportunity with stable returns, but investors should be cautious of limited growth drivers and market sentiment.
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Nippon India Taiwan Equity Fund(IDCW)
The Nippon India Taiwan Equity Fund shows decent potential with strong growth and profitability metrics, but caution is advised due to valuation concerns and execution risks.
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A
Aditya Birla SL Nifty 50 Equal Weight Index Fund(IDCW Reinv)
The fund shows a decent investment potential with a balanced approach across sectors and strong underlying fundamentals.
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Aditya Birla SL Nifty 50 Equal Weight Index Fund(IDCW)
The fund presents a decent investment opportunity with a balanced approach to growth and risk, though some caution is advised due to execution risks.
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B
Bank of India Consumption Fund(IDCW)
The Bank of India Consumption Fund shows decent potential but faces challenges in growth consistency and profitability metrics.
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Q
Quant Healthcare Fund(IDCW)
The fund shows potential in a growing sector but faces challenges in profitability and valuation metrics.
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Nippon India MNC Fund(IDCW)
The Nippon India MNC Fund shows decent potential with a focus on multinational companies, but caution is advised due to valuation concerns and market risks.
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B
Bandhan Floater Fund(P-IDCW)
The Bandhan Floater Fund shows decent potential but faces challenges in growth consistency and valuation metrics. Investors should proceed with caution.
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B
Bandhan Floater Fund(Q-IDCW Reinv)
The fund shows potential but faces several challenges that could impact future performance.
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B
Bandhan Floater Fund(A-IDCW)
The fund shows potential for moderate growth but is hindered by market sentiment and competitive pressures.
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B
Bandhan Floater Fund(W-IDCW)
The fund shows some potential but faces several challenges that may hinder growth.
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Business Overview
Helios Large & Mid Cap Fund (IDCW) is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for individuals looking to balance growth potential with stability in their investment strategy. By investing in established companies with robust fundamentals, Helios aims to deliver consistent returns while managing risk effectively. With a professional management team at the helm, this fund is a reliable choice for those aiming to enhance their wealth over time.
- Focus on large and mid-cap stocks
- Long-term capital appreciation
- Diversified investment approach
- Managed by experienced professionals
- Ideal for growth-oriented investors
- Risk management strategies in place
Investment Thesis
Helios Large & Mid Cap Fund (IDCW) stands out due to its strong promoter credibility, robust growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on market opportunities, making it a compelling choice for retail investors seeking growth.
- Backed by a reputable promoter group with a proven track record.
- Significant growth potential in the digital services sector.
- Valuation metrics are favorable compared to industry peers.
- Diversified portfolio enhances risk management.
- Strong historical performance reinforces investor confidence.
Opportunity vs Risk
Opportunities
- Diversified portfolio across sectors
- Potential for long-term capital growth
- Managed by experienced fund managers
- Access to large and mid-cap stocks
Risks ⚠️
- Market volatility affects performance
- Sector-specific downturns possible
- Economic slowdown impact
- Higher expense ratios compared to ETFs
Peer Perspective
Helios Large & Mid Cap Fund trades at a premium compared to peers like Axis Midcap Fund and Kotak Emerging Equity Fund. A sustained growth acceleration and margin stability could trigger a favorable rerating.
📊 Stock Investment Checklist (100 Points)
Helios Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 14:51:28
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10BusinessHighThe fund is invested in a future-ready sector with a diversified portfolio.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighHealthy ROE and ROCE, but OCF shows some volatility.
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8ValuationHighValuation metrics are in line with peers, but slightly on the higher side.
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7BalanceHighStrong balance sheet with manageable debt levels.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Helios Large & Mid Cap Fund shows decent potential with a balanced approach to growth and profitability, but investors should be cautious of execution risks and market valuations.