67
Flexi CapBuy
Helios Flexi Cap
Helios · Direct–Growth · rank #13 of 48 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
+6.7% vs index
3 Years
—
5 Years
—
Since launch
17.6%
Year-by-year performance
2024
+29.9%+14.3% vs index
2025
+7.6%-0.1% vs index
2026
+4.0%+7.7% vs index
Why this score
Helios Flexi Cap scores 67/100 — #13 of 48 Flexi Cap fund (Buy). It stands out for alpha and sortino ratio — beating 89% of peers on alpha. The main drag is its volatility (better than only 21% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Alpha5.36 · 89th percentile in category
Volatility16.37 · 21st percentile in category
Sortino ratio0.92 · 82nd percentile in category
Expense ratio0.83% · 76th percentile in category
Sharpe ratio0.68 · 70th percentile in category
Fund size8747.55 Cr · 70th percentile in category
Top holdings
1.Zomato Ltd4.4%
2.ICICI Bank Ltd3.9%
3.One 97 Communications Ltd3.79%
4.Adani Ports and Special Economic Zone Ltd3.31%
5.State Bank of India2.83%
68 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.