74
Mid CapBuy
Helios Mid Cap
Helios · Direct–Growth · rank #4 of 34 by Smart Score
Data updated
Trailing returns
1 Year
13.3%
+8.3% vs index
3 Years
—
5 Years
—
Since launch
26.8%
Year-by-year performance
2026
+11.8%+8.6% vs index
Why this score
Helios Mid Cap scores 74/100 — #4 of 34 Mid Cap fund (Buy). It stands out for sharpe ratio and sortino ratio — beating 98% of peers on sharpe ratio. The main drag is its fund size (better than only 28% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio1.26 · 98th percentile in category
Sortino ratio1.83 · 98th percentile in category
Alpha7.99 · 98th percentile in category
1Y return13.31% · 92nd percentile in category
Fund size2228.71 Cr · 28th percentile in category
Volatility16.14 · 63rd percentile in category
Top holdings
1.One 97 Communications Ltd3.43%
2.Apar Industries Ltd2.95%
3.DEWAN HOUSING FINANCE CORP. LTD. EQ2.6%
4.Nippon Life India Asset Management Ltd2.46%
5.Fortis Healthcare Ltd2.44%
72 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.