16
Banking & FinancialAvoid
Helios FInancial Services
Helios · Direct–Growth · rank #28 of 31 by Smart Score
Data updated
Trailing returns
1 Year
5.1%
-1.8% vs index
3 Years
—
5 Years
—
Since launch
7.5%
Year-by-year performance
2025
+12.5%-5.3% vs index
2026
-2.3%+1.3% vs index
Why this score
Helios FInancial Services scores 16/100 — #28 of 31 Banking & Financial fund (Avoid). The main drag is its sharpe ratio (better than only 2% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Sharpe ratio0.06 · 2nd percentile in category
Volatility17.30 · 6th percentile in category
Sortino ratio0.08 · 2nd percentile in category
Fund size203.08 Cr · 18th percentile in category
Alpha1.71 · 23rd percentile in category
1Y return5.10% · 10th percentile in category
Top holdings
1.ICICI Bank Ltd13.74%
2.HDFC Bank Ltd12.13%
3.Bajaj Finance Ltd8.25%
4.One 97 Communications Ltd6.81%
5.State Bank of India6.38%
29 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.