Helios Large & Mid Cap Fund
Ticker: mf13369
Decent
68/100
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Business Overview
Helios Large & Mid Cap Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to balance risk and return while investing in India's growing economy. With a focus on quality companies, it aims to deliver consistent performance over time, making it a reliable choice for both new and experienced investors.
- Diversified exposure to large and mid-cap stocks
- Ideal for long-term capital growth
- Focus on quality companies with strong fundamentals
- Managed by experienced investment professionals
- Suitable for both new and seasoned investors
Investment Thesis
Helios Large & Mid Cap Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. These factors position it well for sustained growth and investor confidence.
- Strong promoter group with a proven track record enhances trust.
- Significant growth potential in digital services sector.
- Valuation metrics are favorable compared to industry peers.
- Diversified portfolio reduces risk while capturing growth opportunities.
- Focus on large and mid-cap stocks aligns with market trends.
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversification across large and mid caps
- Exposure to emerging market sectors
- Professional fund management expertise
Risks ⚠️
- Market volatility impacts returns
- High expense ratios
- Regulatory changes affecting funds
- Performance may lag benchmarks
Peer Perspective
Helios Large & Mid Cap Fund trades at a slight premium compared to peers like SBI Mutual Fund and HDFC Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and accelerates growth.
📊 Stock Investment Checklist (100 Points)
Helios Large & Mid Cap Fund • Updated: 2025-09-29 13:31:08
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10BusinessHighThe fund operates in a future-ready sector with a diversified portfolio, but lacks a strong competitive moat.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
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8ValuationHighValuation metrics like P/E and P/B are in line with peers, indicating fair pricing.
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7BalanceHighDebt levels are manageable, with adequate reserves and liquidity.
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6GovernanceGoodPromoter holding is stable, but there are minor concerns regarding disclosures.
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5DriversGoodGrowth catalysts are present, but execution risks remain due to market volatility.
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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 for growth with manageable risks, but investors should be cautious of market volatility and execution risks.