62
Flexi CapBuy
Helios Flexi Cap
Helios · Direct–Growth · rank #16 of 47 by Smart Score
Data updated
Trailing returns
1 Year
8.3%
+5.3% vs index
3 Years
—
5 Years
—
Since launch
17.8%
Year-by-year performance
2024
+29.9%+14.3% vs index
2025
+7.6%-0.1% vs index
2026
+3.8%+5.8% vs index
Why this score
Helios Flexi Cap scores 62/100 — #16 of 47 Flexi Cap fund (Buy). It stands out for alpha and sortino ratio — beating 82% of peers on alpha. 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.
Volatility16.35 · 21st percentile in category
Alpha4.64 · 82nd percentile in category
Sortino ratio0.94 · 74th percentile in category
Expense ratio0.85% · 71st percentile in category
Sharpe ratio0.69 · 62nd percentile in category
Fund size8055.30 Cr · 67th percentile in category
Top holdings
1.Zomato Ltd4.41%
2.ICICI Bank Ltd4.18%
3.Adani Ports and Special Economic Zone Ltd3.67%
4.HDFC Bank Ltd3.53%
5.One 97 Communications Ltd3.08%
71 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.