FundLens
65
Flexi CapBuy

Helios Flexi Cap

Helios · Direct–Growth · rank #15 of 46 by Smart Score

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
8.5%
+7.9% vs index
3 Years
5 Years
Since launch
18.7%

Year-by-year performance

last entry = YTD
2024
+29.9%
2025
+7.6%
2026
+3.7%

Why this score

Helios Flexi Cap scores 65/100 — #15 of 46 Flexi Cap fund (Buy). It stands out for alpha and expense ratio — beating 86% 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.

Alpha4.68 · 86th percentile in category
Volatility16.65 · 21st percentile in category
Expense ratio0.80% · 76th percentile in category
1Y return8.46% · 89th percentile in category
Sortino ratio1.00 · 73rd percentile in category
Sharpe ratio0.73 · 63rd percentile in category

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