40
Large & Mid CapAvoid
Helios Large & Mid Cap
Helios · Direct–Growth · rank #21 of 34 by Smart Score
Trailing returns
1 Year
8.4%
+5.9% vs index
3 Years
—
5 Years
—
Since launch
10.3%
Year-by-year performance
2025
+9.8%+1.5% vs index
2026
+3.5%+3.8% vs index
Why this score
Helios Large & Mid Cap scores 40/100 — #21 of 34 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 11% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.23 · 11th percentile in category
Sortino ratio0.33 · 11th percentile in category
Alpha4.16 · 89th percentile in category
Volatility16.30 · 23rd percentile in category
1Y return8.36% · 92nd percentile in category
Fund size1303.79 Cr · 25th percentile in category