18
Banking & FinancialAvoid
Helios FInancial Services
Helios · Direct–Growth · rank #28 of 30 by Smart Score
Trailing returns
1 Year
2.4%
-1.2% vs index
3 Years
—
5 Years
—
Since launch
8.8%
Year-by-year performance
2025
+12.5%-5.3% vs index
2026
-0.8%+0.7% vs index
Why this score
Helios FInancial Services scores 18/100 — #28 of 30 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 ratio0.13 · 2nd percentile in category
Volatility17.53 · 6th percentile in category
Sortino ratio0.19 · 2nd percentile in category
Fund size200.28 Cr · 15th percentile in category
Alpha1.44 · 23rd percentile in category
1Y return2.36% · 10th percentile in category