35
Small CapAvoid
Helios Small Cap
Helios · Direct–Growth · rank #25 of 36 by Smart Score
Data updated
Trailing returns
1 Year
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3 Years
—
5 Years
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Since launch
15.4%
Year-by-year performance
2026
+17.9%+8.3% vs index
Why this score
Helios Small Cap scores 35/100 — #25 of 36 Small Cap fund (Avoid). The main drag is its fund size (better than only 21% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Fund size1455.13 Cr · 21st percentile in category
Expense ratio0.88% · 47th percentile in category
Top holdings
1.Shadowfax Technologies Ltd.2.5%
2.CarTrade Tech Ltd2.09%
3.Ather Energy Ltd.2.03%
4.Page Industries Ltd1.93%
5.Amagi Media Labs Ltd.1.88%
90 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.