Helios equity funds, with their category ranks
Direct plans, growth option. Annualised returns to 09 Oct 2026. The rank is each fund's place among the funds of its own category.
| Fund | Category | 1 year | 3 years | 5 years | Rank in category |
|---|---|---|---|---|---|
| Helios Flexi Cap Fund | Flexi Cap | 0.1% | n/a | n/a | 16 of 40, 1 year |
| Helios Large & Mid Cap Fund | Large & Mid Cap | 0.1% | n/a | n/a | 14 of 33, 1 year |
| Helios Mid Cap Fund | Mid Cap | 6.2% | n/a | n/a | 5 of 30, 1 year |
Helios debt funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Helios Overnight Fund | Overnight | 5.1% | n/a | n/a |
Helios hybrid funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Helios Balanced Advantage Fund | Balanced Advantage | -1.3% | n/a | n/a |
Helios sector and theme funds
Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.
| Fund | Category | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Helios Financial Services Fund | Sectoral and Thematic | -4.3% | n/a | n/a |
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Questions
How many schemes does Helios Mutual Fund have?
This page lists 6 Helios schemes: every open-ended fund of the house with a direct plan and at least a year of history, of which 3 are diversified equity funds. Exchange traded funds and newer funds are not included.
How are Helios funds ranked here?
Each diversified equity fund is ranked against the funds of its own category, by the annualised return of its direct plan. Debt, hybrid, index and sector funds are listed with their returns and are not ranked, because returns across them are not like for like.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.