62
Flexi CapBuy
Helios Flexi Cap
Helios · Direct–Growth · rank #16 of 48 by Smart Score
Data updated
Trailing returns
1 Year
-0.8%
+3.9% vs index
3 Years
—
5 Years
—
Since launch
15.5%
Year-by-year performance
2024
+29.9%+14.3% vs index
2025
+7.6%-0.1% vs index
2026
+0.0%+6.0% vs index
Why this score
Helios Flexi Cap scores 62/100 — #16 of 48 Flexi Cap fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 70% of peers on sharpe ratio. The main drag is its volatility (better than only 21% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Volatility16.36 · 21st percentile in category
Sharpe ratio0.55 · 70th percentile in category
Sortino ratio0.74 · 74th percentile in category
Alpha4.67 · 74th percentile in category
Expense ratio0.85% · 70th percentile in category
Fund size8783.67 Cr · 70th percentile in category
Top holdings
1.Zomato Ltd4.34%
2.HDFC Bank Ltd4.31%
3.ICICI Bank Ltd4.12%
4.Adani Ports and Special Economic Zone Ltd3.92%
5.One 97 Communications Ltd3.68%
71 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.