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Enter a Single character of a Scheme :
11 Sep 2026 | 18:09 IST
Helios Small Cap Fund - Regular (G)
Summary Info
Fund Name : Helios Mutual Fund
Scheme Name : Helios Small Cap Fund - Regular (G)
AMC : Helios Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 06-Nov-25
Fund Manager : Alok Bahi
Net Assets:(Rs. cr) 1736.52
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns 0.78 2.19 13.45 30.35 NA NA NA 16.40
Category Avg -0.69 -1.63 6.66 9.39 5.04 12.79 12.27 13.33
Category Best 8.47 11.54 26.71 39.58 34.18 36.57 23.89 42.45
Category Worst -2.98 -6.41 -2.04 -8.03 -17.19 -4.20 -0.14 -12.44
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0156 7.7593 0.6516 6.6548 0.0767
Holdings Date :31-Aug-26
Company Name% Hold
Ather Energy 2.32
Shadowfax Techno 2.23
Cartrade Tech 1.93
Data Pattern 1.77
Quess Corp 1.70
One 97 1.63
Dr Lal Pathlabs 1.58
TD Power Systems 1.56
Redington 1.56
Amagi Media Labs 1.56
Piramal Pharma 1.56
Phoenix Mills 1.54
Glaxosmi. Pharma 1.45
Kennametal India 1.44
Tips Music 1.44
Prudent Corp. 1.44
Page Industries 1.43
Gokaldas Exports 1.43
Saregama India 1.43
Swiggy 1.42
Health.Global 1.39
Sedemac Mechatro 1.38
Syrma SGS Tech. 1.32
Apar Inds. 1.32
Carborundum Uni. 1.28
Sundram Fasten. 1.26
City Union Bank 1.26
Inox India 1.25
Honasa Consumer 1.25
Welspun Corp 1.24
Volt.Transform. 1.22
Craftsman Auto 1.22
Motil.Oswal.Fin. 1.22
Landmark Cars 1.21
Billionbrains 1.20
Torrent Pharma. 1.19
Schaeffler India 1.18
Delhivery 1.15
Mahindra Logis. 1.12
K P R Mill Ltd 1.10
GMR Airports 1.10
PNB Housing 1.08
Ingersoll-Rand 1.07
Acutaas Chemical 1.05
Caliber Mining 1.03
ASK Automotive 1.03
Nephrocare Healt 1.02
Alivus Life 1.02
Indegene 1.01
NBCC 0.98
Lumax Auto Tech. 0.97
Rainbow Child. 0.97
Park Medi World 0.97
Lalithaa Jewel 0.96
Cams Services 0.96
Edelweiss.Fin. 0.95
Multi Comm. Exc. 0.95
NRB Bearings 0.91
Action Const.Eq. 0.89
Concord Biotech 0.87
Leela Palaces Ho 0.86
Ideaforge Tech 0.86
Gaja Alternative 0.85
GE Vernova T&D 0.85
Minda Corp 0.84
V2 Retail 0.84
360 ONE 0.83
Netweb Technol. 0.82
Poonawalla Fin 0.81
Mahindra Life. 0.79
PB Fintech. 0.76
Physicswallah 0.73
Affle 3i 0.71
IDFC First Bank 0.70
ZF Commercial 0.69
Carraro India 0.69
Travel Food 0.69
Allied Blenders 0.65
CCL Products 0.64
Timken India 0.59
Restaurant Brand 0.53
AAVAS Financiers 0.50
Ethos 0.49
Dodla Dairy 0.46
KFin Technolog. 0.43
Latent View 0.41
Gravita India 0.40
Bharti Hexacom 0.40
CMS Info Systems 0.36
Intellect Design 0.34
Afcons Infrastr. 0.33
Fortis Health. 0.26
Safari Inds. 0.26
Max Financial 0.26
TREPS 4.11
Net CA & Others -1.71
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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