18
Banking & FinancialAvoid
Helios FInancial Services
Helios · Direct–Growth · rank #28 of 31 by Smart Score
Data updated
Trailing returns
1 Year
1.4%
-0.0% vs index
3 Years
—
5 Years
—
Since launch
7.6%
Year-by-year performance
2025
+12.5%-5.3% vs index
2026
-1.8%+3.2% vs index
Why this score
Helios FInancial Services scores 18/100 — #28 of 31 Banking & Financial fund (Avoid). The main drag is its sharpe ratio (better than only 6% of peers).
Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.
Sharpe ratio0.06 · 6th percentile in category
Volatility17.26 · 6th percentile in category
Sortino ratio0.09 · 7th percentile in category
Fund size210.94 Cr · 11th percentile in category
1Y return1.44% · 14th percentile in category
Expense ratio1.14% · 42nd percentile in category
Top holdings
1.ICICI Bank Ltd13.4%
2.HDFC Bank Ltd11.07%
3.One 97 Communications Ltd8.38%
4.Bajaj Finance Ltd7.35%
5.State Bank of India6.34%
28 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.