Small CapAvoid

Helios Small Cap

Helios · Direct–Growth · rank #25 of 36 by Smart Score

Data updated 20 Sept 2026

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)

1 Year

—

3 Years

—

5 Years

—

Since launch

16.9%

last entry = YTD

2026

+19.4%+9.6% vs index

Helios Small Cap scores 36/100 — #25 of 36 Small Cap fund (Avoid). The main drag is its fund size (better than only 21% of peers).

Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.

Fund size1736.52 Cr · 21st percentile in category

Expense ratio0.93% · 49th percentile in category

top 5 = 10% of portfolio

1.Ather Energy Ltd.Consumer Discretionary2.32%

2.Shadowfax Technologies Ltd.Industrials2.23%

3.CarTrade Tech LtdConsumer Discretionary1.93%

4.Data Patterns (India) LtdIndustrials1.77%

5.Quess Corp LtdIndustrials1.7%

94 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.