38
Large & Mid CapAvoid
Helios Large & Mid Cap
Helios · Direct–Growth · rank #27 of 36 by Smart Score
Data updated
Trailing returns
1 Year
8.7%
+3.3% vs index
3 Years
—
5 Years
—
Since launch
9.4%
Year-by-year performance
2025
+9.8%+1.5% vs index
2026
+3.2%+3.6% vs index
Why this score
Helios Large & Mid Cap scores 38/100 — #27 of 36 Large & Mid Cap fund (Avoid). It stands out for alpha and 1y return — beating 89% of peers on alpha. The main drag is its sharpe ratio (better than only 14% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.18 · 14th percentile in category
Alpha3.72 · 89th percentile in category
Sortino ratio0.25 · 14th percentile in category
Fund size1382.16 Cr · 29th percentile in category
Volatility15.87 · 35th percentile in category
1Y return8.68% · 71st percentile in category
Top holdings
1.Adani Ports and Special Economic Zone Ltd4.33%
2.One 97 Communications Ltd4.15%
3.Zomato Ltd3.96%
4.ICICI Bank Ltd3.87%
5.HDFC Bank Ltd3.5%
59 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.