38
Small CapAvoid
Helios Small Cap
Helios · Direct–Growth · rank #22 of 36 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
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Since launch
12.3%
Year-by-year performance
2026
+14.8%+8.9% vs index
Why this score
Helios Small Cap scores 38/100 — #22 of 36 Small Cap fund (Avoid). The main drag is its fund size (better than only 24% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Fund size1885.23 Cr · 24th percentile in category
Expense ratio0.90% · 51st percentile in category
Top holdings
1.Shadowfax Technologies Ltd.2.22%
2.Multi Commodity Exchange Of India Ltd1.91%
3.Ather Energy Ltd.1.77%
4.CarTrade Tech Ltd1.72%
5.Swiggy Ltd.1.65%
96 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.