FundLens
37
Small CapAvoid

Helios Small Cap

Helios · Direct–Growth · rank #24 of 36 by Smart Score

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
3 Years
5 Years
Since launch
9.8%

Year-by-year performance

last entry = YTD
2026
+12.1%

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

Other Small Cap funds