Best performer (1Y) from Helios
Helios Mid Cap Fund
+8.84% over the past year
All schemes
| Scheme | Category | 1Y | 3Y CAGR | Sharpe | TER | AUM |
|---|---|---|---|---|---|---|
| Helios Flexi Cap Fund | Flexi Cap | +6.37% | - | 0.48 | 0.54% | ₹6.0K Cr |
| Helios Mid Cap Fund | Mid Cap | +8.84% | - | 0.54 | 0.65% | ₹1.2K Cr |
| Helios Large & Mid Cap Fund | Large & Mid Cap | +6.11% | - | -0.06 | 0.74% | ₹703 Cr |
| Helios Small Cap Fund | Small Cap | - | - | - | 0.67% | ₹685 Cr |
| Helios Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | +4.77% | - | -0.07 | 0.93% | ₹312 Cr |
| Helios Overnight Fund | Overnight | +5.11% | +5.89% | - | 0.13% | ₹283 Cr |
| Helios Financial Services Fund | Sectoral/Thematic | +1.98% | - | -0.13 | 0.93% | ₹203 Cr |
| Helios Arbitrage Fund | Arbitrage | - | - | - | 0.52% | ₹5 Cr |