14
Banking & FinancialAvoid
Helios FInancial Services
Helios · Direct–Growth · rank #29 of 31 by Smart Score
Data updated
Trailing returns
1 Year
-5.2%
-2.8% vs index
3 Years
—
5 Years
—
Since launch
5.4%
Year-by-year performance
2025
+12.5%-5.3% vs index
2026
-5.9%+0.0% vs index
Why this score
Helios FInancial Services scores 14/100 — #29 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 ratio-0.07 · 2nd percentile in category
Volatility17.29 · 6th percentile in category
Sortino ratio-0.09 · 2nd percentile in category
Fund size196.11 Cr · 11th percentile in category
1Y return-5.19% · 10th percentile in category
Alpha0.98 · 27th percentile in category
Top holdings
1.ICICI Bank Ltd13.11%
2.HDFC Bank Ltd11.5%
3.One 97 Communications Ltd8.4%
4.Bajaj Finance Ltd7.18%
5.State Bank of India6.17%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.