38
Large & Mid CapAvoid
Helios Large & Mid Cap
Helios · Direct–Growth · rank #26 of 36 by Smart Score
Data updated
Trailing returns
1 Year
5.4%
+5.2% vs index
3 Years
—
5 Years
—
Since launch
9.5%
Year-by-year performance
2025
+9.8%+1.5% vs index
2026
+3.7%+5.6% vs index
Why this score
Helios Large & Mid Cap scores 38/100 — #26 of 36 Large & Mid Cap fund (Avoid). It stands out for alpha and 1y return — beating 89% of peers on alpha. The main drag is its sharpe ratio (better than only 14% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio0.19 · 14th percentile in category
Alpha4.82 · 89th percentile in category
Sortino ratio0.26 · 14th percentile in category
Volatility15.89 · 29th percentile in category
Fund size1473.18 Cr · 29th percentile in category
1Y return5.41% · 80th percentile in category
Top holdings
1.One 97 Communications Ltd4.98%
2.Zomato Ltd4.03%
3.Adani Ports and Special Economic Zone Ltd3.81%
4.ICICI Bank Ltd3.68%
5.Titan Company Ltd3.23%
60 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.