Best performer (1Y) from Helios
Helios Mid Cap Fund
+9.03% over the past year
All schemes
| Scheme | Category | 1Y | 3Y CAGR | Sharpe | TER | AUM |
|---|---|---|---|---|---|---|
| Helios Flexi Cap Fund | Flexi Cap | +2.41% | - | 0.58 | 0.54% | ₹6.0K Cr |
| Helios Mid Cap Fund | Mid Cap | +9.03% | - | 0.77 | 0.65% | ₹1.2K Cr |
| Helios Large & Mid Cap Fund | Large & Mid Cap | +2.65% | - | 0.06 | 0.74% | ₹703 Cr |
| Helios Small Cap Fund | Small Cap | - | - | - | 0.67% | ₹685 Cr |
| Helios Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | -0.09% | - | 0.01 | 0.93% | ₹312 Cr |
| Helios Overnight Fund | Overnight | +5.19% | - | - | 0.13% | ₹283 Cr |
| Helios Financial Services Fund | Sectoral/Thematic | -5.82% | - | 0.01 | 0.93% | ₹203 Cr |
| Helios Arbitrage Fund | Arbitrage | - | - | - | 0.52% | ₹5 Cr |