Mid CapBuy

Helios Mid Cap

Helios · Direct–Growth · rank #3 / 33 Smart Score ke hisaab se

Data updated 24 Jul 2026

Helios Mid Cap ka score 77/100 hai — 33 mein #3 Mid Cap fund (Buy). Mazbooti: Sharpe ratio (category mein 98th percentile) aur Sortino ratio (category mein 98th percentile). Kamzori: fund size (category mein 23th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)

1 saal

11.6%

+7.7% index ke muqable

3 saal

—

5 saal

—

Launch se

25.5%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2026

6.2%

Risk metrics

Sharpe ratio

1.15

↑ jitna zyada, utna accha

Sortino ratio

1.66

↑ jitna zyada, utna accha

Std deviation

16.54

↓ jitna kam, utna accha

Alpha

5.22

↑ jitna zyada, utna accha

Beta

0.93

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Midcap

3 saal 25.5%

WhiteOak Capital Mid Cap

3 saal 23.6%

Baroda BNP Paribas Mid Cap

3 saal 19.7%

HSBC Midcap

3 saal 25.4%

Research aur education ke liye — investment advice nahi.

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