Helios Mid Cap Fund(IDCW Payout)
Ticker: mf16907
Decent
68/100
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H
Helios Mid Cap Fund(IDCW)
The Helios Mid Cap Fund shows potential but faces several challenges that could impact its performance. Investors should proceed with caution.
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The Aditya Birla SL Nifty Smallcap 50 Index Fund presents a decent investment opportunity with potential for growth, but investors should be cautious of the inherent risks associated with smallcap stocks.
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Aditya Birla SL Nifty Smallcap 50 Index Fund(IDCW)
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HSBC Tax Saver Equity Fund(IDCW)
The HSBC Tax Saver Equity Fund shows potential but carries several risks that may affect future performance. Investors should proceed with caution.
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The fund shows potential but is hindered by inconsistent growth and profitability metrics. Caution is advised for new investors.
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Aditya Birla SL Multi-Asset Omni FOF(IDCW)
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Aditya Birla SL Multi-Asset Omni FOF(IDCW Payout)
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Nippon India FMP-XLIII-1-1755D(IDCW)
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The ETF shows potential with a decent score, but investors should be cautious due to execution risks and valuation concerns.
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Business Overview
Helios Mid Cap Fund is a dynamic mutual fund designed for investors seeking growth through mid-cap equities. Ideal for those looking to diversify their portfolio, this fund focuses on companies with high growth potential, offering a balance of risk and reward. With a disciplined investment approach, it aims to deliver attractive returns over the long term. This fund is perfect for individuals aiming to build wealth while benefiting from the growth of emerging businesses in India.
- Focuses on mid-cap equities for growth
- Ideal for long-term investors
- Diversifies portfolio effectively
- Aims for attractive returns
- Managed by experienced professionals
Investment Thesis
Helios Mid Cap Fund stands out due to its strong promoter credibility, which instills investor confidence. The fund is well-positioned to capitalize on the growing digital services sector, offering substantial growth potential. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors seeking long-term gains.
- Strong promoter group enhances trust and stability.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Diversified portfolio mitigates risk while maximizing returns.
- Focus on mid-cap stocks offers higher growth opportunities.
Opportunity vs Risk
Opportunities
- Strong potential for mid-cap growth
- Diversification in equity investments
- Attractive dividend payout option
- Experienced fund management team
- Exposure to emerging sectors
Risks ⚠️
- Market volatility affecting mid-caps
- Potential for higher expense ratios
- Economic slowdown impact on growth
- Regulatory changes in mutual funds
- Liquidity risks in smaller stocks
Peer Perspective
Helios Mid Cap Fund trades at a slight premium compared to peers like Axis Midcap Fund and DSP Midcap Fund. A rerating could occur if it demonstrates consistent margin stability and accelerated growth in upcoming quarters.
📊 Stock Investment Checklist (100 Points)
Helios Mid Cap Fund(IDCW Payout) • Updated: 2025-10-01 14:51:39
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10BusinessHighThe fund is invested in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the last few years.
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10ProfitabilityHighStrong ROE and ROCE, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers.
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7BalanceHighModerate debt levels and good liquidity position.
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6GovernanceGoodPromoter holding is stable with minimal pledging.
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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 Mid Cap Fund shows decent potential with consistent growth and profitability metrics, though some risks remain in execution and market sentiment.