Helios Equity Funds
Updated June 2026 · 5 active funds · data from AMFI NAVs
Helios runs 5 equity mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Helios's equity line-up like for like - it is analysis, not advice. For how every equity fund in India compares, see the full category page.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Helios Mid Cap Fund Helios | +9.03% | - | - | 0.77 | -16.7% | 0.65% | ₹1.2K Cr |
| 2 | Helios Large & Mid Cap Fund Helios | +2.65% | - | - | 0.06 | -18.0% | 0.74% | ₹703 Cr |
| 3 | Helios Flexi Cap Fund Helios | +2.41% | - | - | 0.58 | -18.2% | 0.54% | ₹6.0K Cr |
| 4 | Helios Financial Services Fund Helios | -5.82% | - | - | 0.01 | -17.7% | 0.93% | ₹203 Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.