Helios Mutual Fund Mutual Funds

16 Direct-plan funds ranked by BullWiser Honest Score — returns, costs, and quality ratings.

16
Funds
8
Categories
0
High Quality
Debt Scheme - Overnight FundEquity Scheme - Flexi Cap FundEquity Scheme - Large & Mid Cap FundEquity Scheme - Mid Cap FundEquity Scheme - Sectoral/ ThematicEquity Scheme - Small Cap FundHybrid Scheme - Arbitrage FundHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
6.8 🟡 Average
Helios Overnight Fund
Debt Scheme - Overnight Fund
5.2% 1Y · 5.4% 3Y
6.0 🟡 Average
Helios Arbitrage Fund
Hybrid Scheme - Arbitrage Fund
2.0% 1Y · 0.7% 3Y
5.2 🟠 Below Avg
Helios Flexi Cap Fund
Equity Scheme - Flexi Cap Fund
8.5% 1Y · 16.5% 3Y
4.5 🟠 Below Avg
Helios Mid Cap Fund
Equity Scheme - Mid Cap Fund
13.7% 1Y · 11.4% 3Y
4.2 ❌ Poor
Helios Small Cap Fund
Equity Scheme - Small Cap Fund
9.8% 1Y · 3.1% 3Y
4.0 ❌ Poor
Helios Flexi Cap Fund
Equity Scheme - Flexi Cap Fund
7.1% 1Y · 15.0% 3Y
3.9 ❌ Poor
Helios Large & Mid Cap Fund
Equity Scheme - Large & Mid Cap Fund
8.4% 1Y · 5.7% 3Y
3.9 ❌ Poor
Helios Financial Services Fund
Equity Scheme - Sectoral/ Thematic
2.4% 1Y · 6.0% 3Y
3.9 ❌ Poor
Helios Balanced Advantage Fund
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
4.0% 1Y · 5.9% 3Y
3.8 ❌ Poor
Helios Overnight Fund
Debt Scheme - Overnight Fund
5.1% 1Y · 5.4% 3Y
3.3 ❌ Poor
Helios Mid Cap Fund
Equity Scheme - Mid Cap Fund
11.9% 1Y · 10.6% 3Y
2.7 ❌ Poor
Helios Large & Mid Cap Fund
Equity Scheme - Large & Mid Cap Fund
6.7% 1Y · 4.7% 3Y
2.7 ❌ Poor
Helios Financial Services Fund
Equity Scheme - Sectoral/ Thematic
0.8% 1Y · 4.8% 3Y
2.7 ❌ Poor
Helios Small Cap Fund
Equity Scheme - Small Cap Fund
8.7% 1Y · 2.8% 3Y
2.7 ❌ Poor
Helios Balanced Advantage Fund
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
2.5% 1Y · 4.7% 3Y
2.5 ❌ Poor
Helios Arbitrage Fund
Hybrid Scheme - Arbitrage Fund
1.6% 1Y · 0.5% 3Y

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