Small Cap📊 NIFTY Smallcap 250 TRI(SEBI default)
Helios Small Cap Fund · Direct · Growth
NAV
₹11.6900
as of 13 Nov 2026
Expense Ratio
0.82%
Viewing Direct · Growth
Risk-o-meter: not yet available here. See the latest risk-o-meter in the fund house's official disclosure.
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +16.90%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +28.80%
Performance Comparison
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Fund Details
Fund HouseHelios Mutual Fund
CategorySmall Cap
BenchmarkNIFTY Smallcap 250 TRI
Launch Date27 Nov 2025
AMFI Code153912
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit LoadIf units redeemed or switched within 3 months from the date of allotment 1 % If redeemed or switched out after 3 months from the date of allotment Nil
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
Helios Small Cap Fund · Direct · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds carry wider price swings than large-cap and mid-cap funds.
About This Fund
Helios Small Cap Fund · Direct · Growth is a Small Cap mutual fund offered by Helios Mutual Fund. The fund has been operational for over 0 years. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 0.82%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years