Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.94%
1 Month-11.23%
3 Months-13.79%
6 Months-11.90%
1 Year-1.00%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Nov 2023)+10.24%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.79%
3 Year SIP—
5 Year SIP—
Since Inception (Nov 2023)-2.27%
Fund Details
Fund HouseHelios Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹6,211 Cr
Expense Ratio1.78%
Min SIP₹1,000
Min Lumpsum₹5,000
Launch Date15 Nov 2023
AMFI Code152136
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Helios Flexi Cap Fund - Regular Plan - Growth Option aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
Helios Flexi Cap Fund - Regular Plan - Growth Option is a Flexi Cap mutual fund offered by Helios Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹6,211 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.78%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations