37
Small CapAvoid
Helios Small Cap
Helios · Direct–Growth · rank #24 of 36 by Smart Score
Trailing returns
1 Year
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3 Years
—
5 Years
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Since launch
9.8%
Year-by-year performance
2026
+12.1%+4.2% vs index
Why this score
Helios Small Cap scores 37/100 — #24 of 36 Small Cap fund (Avoid). The main drag is its fund size (better than only 18% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Fund size1242.70 Cr · 18th percentile in category
Expense ratio0.82% · 54th percentile in category