78
Mid CapStrong Buy
Helios Mid Cap
Helios · Direct–Growth · rank #1 of 33 by Smart Score
Trailing returns
1 Year
13.7%
+8.8% vs index
3 Years
—
5 Years
—
Since launch
27.4%
Year-by-year performance
2026
+8.0%+4.6% vs index
Why this score
Helios Mid Cap scores 78/100 — the top-rated Mid Cap fund of 33 (Strong 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 23% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio1.26 · 98th percentile in category
Sortino ratio1.83 · 98th percentile in category
Alpha5.90 · 98th percentile in category
1Y return13.65% · 95th percentile in category
Fund size1793.33 Cr · 23rd percentile in category
Expense ratio0.78% · 71st percentile in category