NAV
₹10.8200
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +8.20%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +42.48%
Performance Comparison
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Fund Details
Fund HouseHelios Mutual Fund
CategorySmall Cap
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
Investment Objective
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 offer higher growth potential but also carry higher volatility and risk compared to 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.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations