FundLens
75
Mid CapBuy

Helios Mid Cap

Helios · Direct–Growth · rank #5 / 34 Smart Score ke hisaab se

Data updated

Helios Mid Cap ka score 75/100 hai — 34 mein #5 Mid Cap fund (Buy). Mazbooti: Sharpe ratio (category mein 98th percentile) aur Sortino ratio (category mein 98th percentile). Kamzori: fund size (category mein 28th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
15.5%
+5.6% index ke muqable
3 saal
5 saal
Launch se
26.9%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2026
11.0%

Risk metrics

Sharpe ratio
1.28
↑ jitna zyada, utna accha
Sortino ratio
1.86
↑ jitna zyada, utna accha
Std deviation
16.01
↓ jitna kam, utna accha
Alpha
6.86
↑ jitna zyada, utna accha
Beta
0.93
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.