75
Mid CapBuy
Helios Mid Cap
Helios · Direct–Growth · rank #5 of 34 by Smart Score
Data updated
Trailing returns
1 Year
15.1%
+5.4% vs index
3 Years
—
5 Years
—
Since launch
26.3%
Year-by-year performance
2026
+10.0%+5.9% vs index
Why this score
Helios Mid Cap scores 75/100 — #5 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 ratio1.24 · 98th percentile in category
Sortino ratio1.80 · 98th percentile in category
Alpha6.31 · 98th percentile in category
1Y return15.12% · 85th percentile in category
Fund size1951.37 Cr · 28th percentile in category
Volatility16.04 · 63rd percentile in category
Top holdings
1.One 97 Communications Ltd3.06%
2.Dixon Technologies (India) Ltd2.94%
3.Fortis Healthcare Ltd2.9%
4.Nippon Life India Asset Management Ltd2.78%
5.Apar Industries Ltd2.73%
68 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.