39
Large & Mid CapAvoid
Helios Large & Mid Cap
Helios · Direct–Growth · rank #25 of 36 by Smart Score
Data updated
Trailing returns
1 Year
-1.2%
+2.1% vs index
3 Years
—
5 Years
—
Since launch
6.5%
Year-by-year performance
2025
+9.8%+1.5% vs index
2026
-1.1%+4.1% vs index
Why this score
Helios Large & Mid Cap scores 39/100 — #25 of 36 Large & Mid Cap fund (Avoid). It stands out for alpha — beating 86% 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 ratio0.00 · 14th percentile in category
Sortino ratio0.00 · 14th percentile in category
Alpha3.81 · 86th percentile in category
Fund size1462.61 Cr · 29th percentile in category
Volatility15.87 · 41st percentile in category
Expense ratio1.04% · 54th percentile in category
Top holdings
1.One 97 Communications Ltd4.9%
2.HDFC Bank Ltd4.38%
3.Adani Ports and Special Economic Zone Ltd4.33%
4.Zomato Ltd3.96%
5.ICICI Bank Ltd3.86%
59 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.