Large & Mid CapAvoid

Helios Large & Mid Cap

Helios · Direct–Growth · rank #27 / 36 Smart Score ke hisaab se

Data updated 07 Sept 2026

Helios Large & Mid Cap ka score 36/100 hai — 36 mein #27 Large & Mid Cap fund (Avoid). Mazbooti: alpha (category mein 83th percentile). Kamzori: Sharpe ratio (category mein 14th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)

1 saal

8.6%

+3.4% index ke muqable

3 saal

—

5 saal

—

Launch se

9.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2025

9.8%

2026

3.5%

Risk metrics

Sharpe ratio

0.19

↑ jitna zyada, utna accha

Sortino ratio

0.27

↑ jitna zyada, utna accha

Std deviation

15.84

↓ jitna kam, utna accha

Alpha

3.87

↑ jitna zyada, utna accha

Beta

1.02

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Large And Mid Cap

3 saal 23.5%

Motilal Oswal Large And Midcap

3 saal 23.2%

ICICI Pru Large & Midcap

3 saal 16.6%

Bandhan Large & Mid Cap

3 saal 18.9%

Research aur education ke liye — investment advice nahi.

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