74
Mid CapBuy
Helios Mid Cap
Helios · Direct–Growth · rank #4 of 34 by Smart Score
Data updated
Trailing returns
1 Year
5.5%
+5.8% vs index
3 Years
—
5 Years
—
Since launch
20.6%
Year-by-year performance
2026
+5.1%+7.2% vs index
Why this score
Helios Mid Cap scores 74/100 — #4 of 34 Mid Cap fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 98% of peers on sharpe ratio. The main drag is its fund size (better than only 28% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.87 · 98th percentile in category
Sortino ratio1.24 · 98th percentile in category
Alpha6.29 · 92nd percentile in category
1Y return5.54% · 92nd percentile in category
Fund size2348.22 Cr · 28th percentile in category
Volatility16.20 · 63rd percentile in category
Top holdings
1.One 97 Communications Ltd3.45%
2.Apar Industries Ltd2.75%
3.Coforge Ltd2.68%
4.Phoenix Mills Ltd2.58%
5.Sona BLW Precision Forgings Ltd2.38%
75 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.