FundLens
38
Large & Mid CapAvoid

Helios Large & Mid Cap

Helios · Direct–Growth · rank #22 / 34 Smart Score ke hisaab se

Data updated

Helios Large & Mid Cap ka score 38/100 hai — 34 mein #22 Large & Mid Cap fund (Avoid). Mazbooti: alpha (category mein 89th percentile) aur 1 saal ka return (category mein 80th percentile). Kamzori: Sharpe ratio (category mein 9th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
4.9%
+3.8% index ke muqable
3 saal
5 saal
Launch se
8.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2025
9.8%
2026
1.4%

Risk metrics

Sharpe ratio
0.15
↑ jitna zyada, utna accha
Sortino ratio
0.21
↑ jitna zyada, utna accha
Std deviation
16.27
↓ jitna kam, utna accha
Alpha
3.71
↑ jitna zyada, utna accha
Beta
1.02
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.