Helios Small Cap Fund
Small CapVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹11.48-0.26%1 day
- Return since launch
- 16.2%
- 52-week range
- ₹8.32 — ₹11.67
- AUM
- ₹1,737 Cr
Helios Small Cap Fund is a Small Cap equity fund from Helios Mutual Fund with ₹1,737 Cr under management, launched in 2025. The expense ratio is 2.46% and the SEBI riskometer reading is Very High.
Performance
Helios Small Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +14.4% against +11.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -0.6% | +0.1 pts | -0.7% | -1.1% |
| 3M | 5.6% | +0.3 pts | 5.3% | 4.8% |
| 6M | 33.6% | +6.3 pts | 27.3% | 25.9% |
Since launch (6 Nov 2025): 16.2%
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.43%
Expense ratio as on 23 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.77%
- Brokerage
- 0.11%
- Transaction charges
- 0.01%
- Statutory levies
- 0.54%
- Exit load
- Exit load of 1%, if redeemed within 3 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Smallcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Helios Small Cap Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity97.6%
- Other2.4%
Market cap split
- Large2.4%
- Mid18.6%
- Small79.0%
- P/E
- 43.86
- P/B
- 5.61
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 2.40% | ₹41.70 Cr | -0.50% | -0.44% | — |
| Ather Energy Ltd. | Automobile | 2.32% | ₹40.30 Cr | +1.57% | +1.66% | — |
| Shadowfax Technologies Ltd. | Services | 2.23% | ₹38.65 Cr | +2.02% | +1.40% | — |
| CarTrade Tech Ltd. | Services | 1.93% | ₹33.53 Cr | +1.67% | +1.31% | — |
| Data Patterns (India) Ltd. | Capital Goods | 1.77% | ₹30.70 Cr | +1.98% | +1.96% | — |
| Quess Corp Ltd. | Financial | 1.70% | ₹29.59 Cr | +1.05% | +0.61% | — |
| One97 Communications Ltd. | Services | 1.63% | ₹28.24 Cr | +1.48% | +1.69% | — |
| Dr. Lal Pathlabs Ltd. | Healthcare | 1.58% | ₹27.38 Cr | +1.36% | +0.73% | — |
| Amagi Media Labs Ltd. | Technology | 1.56% | ₹27.05 Cr | +1.61% | +1.59% | — |
| Piramal Pharma Ltd. | Healthcare | 1.56% | ₹27.13 Cr | +0.86% | +1.12% | — |
| Redington Ltd. | Services | 1.56% | ₹27.12 Cr | +0.93% | +1.66% | — |
| TD Power Systems Ltd. | Capital Goods | 1.56% | ₹27.01 Cr | +2.21% | +1.80% | — |
| The Phoenix Mills Ltd. | Construction | 1.54% | ₹26.69 Cr | +1.49% | +1.49% | — |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | 1.45% | ₹25.12 Cr | — | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 1.44% | ₹25.01 Cr | +1.02% | +1.08% | — |
| Tips Industries Ltd. | Services | 1.44% | ₹25.07 Cr | +1.45% | +1.15% | — |
| company:4318 | Capital Goods | 1.44% | ₹25.01 Cr | — | — | — |
| Gokaldas Exports Ltd. | Textiles | 1.43% | ₹24.92 Cr | +1.34% | +1.29% | — |
| Page Industries Ltd. | Textiles | 1.43% | ₹24.89 Cr | — | — | — |
| Saregama India Ltd. | Services | 1.43% | ₹24.88 Cr | +0.80% | — | — |
| Swiggy Ltd. | Services | 1.42% | ₹24.57 Cr | +0.83% | +1.15% | — |
| Healthcare Global Enterprises Ltd. | Healthcare | 1.39% | ₹24.13 Cr | +1.69% | +1.44% | — |
| SEDEMAC Mechatronics Ltd. | Capital Goods | 1.38% | ₹23.99 Cr | +1.38% | — | — |
| Apar Industries Ltd. | Consumer Staples | 1.32% | ₹22.97 Cr | +1.34% | +1.64% | — |
| Syrma SGS Technology Ltd. | Capital Goods | 1.32% | ₹22.89 Cr | +1.67% | +1.61% | — |
| Carborundum Universal Ltd. | Metals & Mining | 1.28% | ₹22.23 Cr | +1.65% | — | — |
| City Union Bank Ltd. | Financial | 1.26% | ₹21.93 Cr | +1.54% | +1.71% | — |
| Sundram Fasteners Ltd. | Capital Goods | 1.26% | ₹21.88 Cr | — | — | — |
| Honasa Consumer Ltd. | Consumer Staples | 1.25% | ₹21.77 Cr | +1.03% | — | — |
| Inox India Ltd. | Metals & Mining | 1.25% | ₹21.70 Cr | +1.17% | +1.31% | — |
| Welspun Corp Ltd. | Metals & Mining | 1.24% | ₹21.49 Cr | — | — | — |
| Craftsman Automation Ltd. | Automobile | 1.22% | ₹21.13 Cr | +1.65% | +1.67% | — |
| Motilal Oswal Financial Services Ltd. | Financial | 1.22% | ₹21.20 Cr | +1.33% | +1.32% | — |
| Voltamp Transformers Ltd. | Capital Goods | 1.22% | ₹21.21 Cr | +1.41% | +1.95% | — |
| Landmark Cars Ltd. | Services | 1.21% | ₹20.98 Cr | — | — | — |
| Billionbrains Garage Ventures Ltd. | Financial | 1.20% | ₹20.78 Cr | — | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.19% | ₹20.69 Cr | — | — | — |
| Schaeffler India Ltd. | Capital Goods | 1.18% | ₹20.56 Cr | +1.29% | +1.02% | — |
| Delhivery Ltd. | Services | 1.15% | ₹19.99 Cr | +1.27% | +1.66% | — |
| Mahindra Logistics Ltd. | Services | 1.12% | ₹19.50 Cr | +1.18% | +1.22% | — |
| GMR Airports Ltd. | Construction | 1.10% | ₹19.02 Cr | +1.13% | +1.63% | — |
| K.P.R. Mill Ltd. | Textiles | 1.10% | ₹19.09 Cr | — | — | — |
| PNB Housing Finance Ltd. | Financial | 1.08% | ₹18.80 Cr | +1.43% | +1.08% | — |
| Ingersoll-Rand (India) Ltd. | Capital Goods | 1.07% | ₹18.51 Cr | +1.24% | +1.33% | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.05% | ₹18.18 Cr | +1.74% | +1.72% | — |
| ASK Automotive Ltd. | Automobile | 1.03% | ₹17.83 Cr | +0.93% | — | — |
| Caliber Mining and Logistics Ltd. | Services | 1.03% | ₹17.84 Cr | — | — | — |
| Alivus Life Sciences Ltd | Healthcare | 1.02% | ₹17.78 Cr | +1.00% | +1.25% | — |
| Nephrocare Health Services Ltd. | Healthcare | 1.02% | ₹17.68 Cr | — | — | — |
| Indegene Ltd. | Healthcare | 1.01% | ₹17.56 Cr | +0.87% | +1.18% | — |
| NBCC (India) Ltd. | Construction | 0.98% | ₹17.00 Cr | +1.62% | +1.41% | — |
| Lumax Auto Technologies Ltd. | Automobile | 0.97% | ₹16.76 Cr | +1.34% | +1.69% | — |
| Park Medi World Ltd. | Healthcare | 0.97% | ₹16.78 Cr | +1.63% | +0.73% | — |
| Rainbow Children's Medicare Ltd. | Healthcare | 0.97% | ₹16.88 Cr | +1.11% | +1.11% | — |
| Computer Age Management Services Ltd. | Services | 0.96% | ₹16.70 Cr | +1.63% | +1.19% | — |
| company:20813 | Consumer Discretionary | 0.96% | ₹16.74 Cr | — | — | — |
| Edelweiss Financial Services Ltd. | Financial | 0.95% | ₹16.48 Cr | +1.06% | +1.23% | — |
| Multi Commodity Exchange Of India Ltd. | Services | 0.95% | ₹16.57 Cr | +1.59% | +1.56% | — |
| NRB Bearings Ltd. | Capital Goods | 0.91% | ₹15.73 Cr | +0.13% | — | — |
| company:7982 | Capital Goods | 0.89% | ₹15.41 Cr | — | — | — |
| company:18311 | Healthcare | 0.87% | ₹15.11 Cr | — | — | — |
| Leela Palaces Hotels & Resorts Ltd. | Services | 0.86% | ₹14.99 Cr | +1.05% | +1.65% | — |
| ideaForge Technology Ltd. | Capital Goods | 0.86% | ₹15.00 Cr | — | — | — |
| GE Vernova T&D India Ltd | Capital Goods | 0.85% | ₹14.74 Cr | +1.30% | +1.78% | — |
| company:20817 | Financial | 0.85% | ₹14.84 Cr | — | — | — |
| Minda Corporation Ltd. | Automobile | 0.84% | ₹14.60 Cr | +1.23% | +1.57% | — |
| V2 Retail Ltd. | Services | 0.84% | ₹14.58 Cr | +1.16% | +0.94% | — |
| 360 One Wam Ltd. | Financial | 0.83% | ₹14.48 Cr | — | — | — |
| company:18292 | Technology | 0.82% | ₹14.30 Cr | — | — | — |
| Poonawalla Fincorp Ltd. | Financial | 0.81% | ₹14.05 Cr | — | — | — |
| Mahindra Lifespace Developers Ltd. | Construction | 0.79% | ₹13.71 Cr | +0.86% | +1.33% | — |
| company:17104 | Services | 0.76% | ₹13.24 Cr | +1.28% | +1.37% | — |
| Physicswallah Ltd. | Services | 0.73% | ₹12.74 Cr | +0.87% | +1.01% | — |
| Affle 3I Ltd. | Technology | 0.71% | ₹12.28 Cr | +0.74% | +1.00% | — |
| IDFC First Bank Ltd. | Financial | 0.70% | ₹12.11 Cr | +0.97% | +1.43% | — |
| Carraro India Ltd. | Capital Goods | 0.69% | ₹12.04 Cr | +1.13% | +1.36% | — |
| Travel Food Services Ltd. | Services | 0.69% | ₹11.93 Cr | +1.08% | +1.03% | — |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | 0.69% | ₹11.94 Cr | +1.11% | +1.65% | — |
| Allied Blenders And Distillers Ltd. | Consumer Staples | 0.65% | ₹11.34 Cr | +0.99% | +0.81% | — |
| CCL Products (India) Ltd. | Consumer Staples | 0.64% | ₹11.08 Cr | +1.04% | +1.19% | — |
| Timken India Ltd. | Capital Goods | 0.59% | ₹10.31 Cr | +1.15% | +1.30% | — |
| company:16354 | Services | 0.53% | ₹9.20 Cr | — | — | — |
| Aavas Financiers Ltd. | Financial | 0.50% | ₹8.76 Cr | +0.90% | +0.94% | — |
| Ethos Ltd. | Services | 0.49% | ₹8.49 Cr | +0.67% | +0.99% | — |
| Dodla Dairy Ltd | Consumer Staples | 0.46% | ₹7.91 Cr | +0.76% | +1.18% | — |
| KFin Technologies Ltd. | Financial | 0.43% | ₹7.47 Cr | +0.64% | +1.02% | — |
| Latent View Analytics Ltd. | Technology | 0.41% | ₹7.05 Cr | +0.81% | +0.99% | — |
| Bharti Hexacom Ltd. | Communication | 0.40% | ₹6.93 Cr | +0.65% | +0.36% | — |
| Gravita India Ltd. | Metals & Mining | 0.40% | ₹6.90 Cr | +0.60% | +0.86% | — |
| CMS Info Systems Ltd. | Services | 0.36% | ₹6.29 Cr | +0.78% | +1.12% | — |
| Intellect Design Arena Ltd. | Technology | 0.34% | ₹5.88 Cr | +0.60% | +0.83% | — |
| Afcons Infrastructure Ltd. | Construction | 0.33% | ₹5.71 Cr | +0.65% | +0.81% | — |
| Fortis Healthcare Ltd. | Healthcare | 0.26% | ₹4.53 Cr | +0.45% | — | — |
| Max Financial Services Ltd. | Financial | 0.26% | ₹4.56 Cr | +0.47% | +0.73% | — |
| Safari Industries (India) Ltd. | Consumer Discretionary | 0.26% | ₹4.50 Cr | +0.43% | +0.74% | — |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:4318 | 0.00% | 1.44% | +1.44% |
| BSE Ltd. | 1.00% | 0.00% | -1.00% |
| company:20813 | 0.00% | 0.96% | +0.96% |
| company:7982 | 0.00% | 0.89% | +0.89% |
| company:18311 | 0.00% | 0.87% | +0.87% |
| Aadhar Housing Finance Ltd | 0.86% | 0.00% | -0.86% |
| company:20817 | 0.00% | 0.85% | +0.85% |
| company:18292 | 0.00% | 0.82% | +0.82% |
| company:17104 | 0.00% | 0.76% | +0.76% |
| Lemon Tree Hotels Ltd. | 0.67% | 0.00% | -0.67% |
| company:16354 | 0.00% | 0.53% | +0.53% |
| Page Industries Ltd. | 1.93% | 1.43% | -0.50% |
| Poonawalla Fincorp Ltd. | 0.33% | 0.81% | +0.48% |
| Indegene Ltd. | 0.61% | 1.01% | +0.40% |
| Gokaldas Exports Ltd. | 1.79% | 1.43% | -0.36% |
| Caliber Mining and Logistics Ltd. | 1.35% | 1.03% | -0.32% |
| Amagi Media Labs Ltd. | 1.88% | 1.56% | -0.32% |
| Delhivery Ltd. | 1.45% | 1.15% | -0.30% |
| NBCC (India) Ltd. | 1.28% | 0.98% | -0.30% |
| Ather Energy Ltd. | 2.03% | 2.32% | +0.29% |
| Rainbow Children's Medicare Ltd. | 1.25% | 0.97% | -0.28% |
| Mahindra Logistics Ltd. | 1.40% | 1.12% | -0.28% |
| Apar Industries Ltd. | 1.05% | 1.32% | +0.27% |
| Shadowfax Technologies Ltd. | 2.50% | 2.23% | -0.27% |
| ideaForge Technology Ltd. | 1.13% | 0.86% | -0.27% |
| Schaeffler India Ltd. | 1.44% | 1.18% | -0.26% |
| Black Box Ltd. | 0.25% | 0.00% | -0.25% |
| Torrent Pharmaceuticals Ltd. | 1.44% | 1.19% | -0.25% |
| Billionbrains Garage Ventures Ltd. | 1.44% | 1.20% | -0.24% |
| Alivus Life Sciences Ltd | 0.79% | 1.02% | +0.23% |
| Mahindra Lifespace Developers Ltd. | 1.01% | 0.79% | -0.22% |
| Computer Age Management Services Ltd. | 1.17% | 0.96% | -0.21% |
| Park Medi World Ltd. | 1.18% | 0.97% | -0.21% |
| Physicswallah Ltd. | 0.94% | 0.73% | -0.21% |
| TD Power Systems Ltd. | 1.35% | 1.56% | +0.21% |
| Ingersoll-Rand (India) Ltd. | 0.88% | 1.07% | +0.19% |
| Nephrocare Health Services Ltd. | 1.21% | 1.02% | -0.19% |
| Acutaas Chemicals Ltd. | 1.23% | 1.05% | -0.18% |
| Edelweiss Financial Services Ltd. | 0.77% | 0.95% | +0.18% |
| Inox India Ltd. | 1.07% | 1.25% | +0.18% |
| Syrma SGS Technology Ltd. | 1.50% | 1.32% | -0.18% |
| CCL Products (India) Ltd. | 0.81% | 0.64% | -0.17% |
| Others | -1.54% | -1.71% | -0.17% |
| Voltamp Transformers Ltd. | 1.05% | 1.22% | +0.17% |
| Latent View Analytics Ltd. | 0.57% | 0.41% | -0.16% |
| CarTrade Tech Ltd. | 2.09% | 1.93% | -0.16% |
| Aavas Financiers Ltd. | 0.65% | 0.50% | -0.15% |
| Minda Corporation Ltd. | 0.99% | 0.84% | -0.15% |
| V2 Retail Ltd. | 0.99% | 0.84% | -0.15% |
| Honasa Consumer Ltd. | 1.40% | 1.25% | -0.15% |
| Affle 3I Ltd. | 0.57% | 0.71% | +0.14% |
| GE Vernova T&D India Ltd | 0.99% | 0.85% | -0.14% |
| Piramal Pharma Ltd. | 1.70% | 1.56% | -0.14% |
| Welspun Corp Ltd. | 1.38% | 1.24% | -0.14% |
| Redington Ltd. | 1.43% | 1.56% | +0.13% |
| 360 One Wam Ltd. | 0.96% | 0.83% | -0.13% |
| Allied Blenders And Distillers Ltd. | 0.78% | 0.65% | -0.13% |
| Travel Food Services Ltd. | 0.82% | 0.69% | -0.13% |
| IDFC First Bank Ltd. | 0.82% | 0.70% | -0.12% |
| Timken India Ltd. | 0.71% | 0.59% | -0.12% |
| Healthcare Global Enterprises Ltd. | 1.27% | 1.39% | +0.12% |
| CMS Info Systems Ltd. | 0.47% | 0.36% | -0.11% |
| One97 Communications Ltd. | 1.52% | 1.63% | +0.11% |
| Carraro India Ltd. | 0.79% | 0.69% | -0.10% |
| City Union Bank Ltd. | 1.36% | 1.26% | -0.10% |
| Prudent Corporate Advisory Services Ltd. | 1.54% | 1.44% | -0.10% |
| Tips Industries Ltd. | 1.54% | 1.44% | -0.10% |
| Bharti Hexacom Ltd. | 0.50% | 0.40% | -0.10% |
| Lumax Auto Technologies Ltd. | 0.87% | 0.97% | +0.10% |
| PNB Housing Finance Ltd. | 1.18% | 1.08% | -0.10% |
| Dr. Lal Pathlabs Ltd. | 1.49% | 1.58% | +0.09% |
| ZF Commercial Vehicle Control Systems India Ltd. | 0.78% | 0.69% | -0.09% |
| Intellect Design Arena Ltd. | 0.43% | 0.34% | -0.09% |
| GMR Airports Ltd. | 1.19% | 1.10% | -0.09% |
| Quess Corp Ltd. | 1.77% | 1.70% | -0.07% |
| KFin Technologies Ltd. | 0.50% | 0.43% | -0.07% |
| K.P.R. Mill Ltd. | 1.17% | 1.10% | -0.07% |
| Carborundum Universal Ltd. | 1.22% | 1.28% | +0.06% |
| Craftsman Automation Ltd. | 1.28% | 1.22% | -0.06% |
| Saregama India Ltd. | 1.49% | 1.43% | -0.06% |
| Dodla Dairy Ltd | 0.52% | 0.46% | -0.06% |
| Fortis Healthcare Ltd. | 0.32% | 0.26% | -0.06% |
| Safari Industries (India) Ltd. | 0.32% | 0.26% | -0.06% |
| ASK Automotive Ltd. | 0.98% | 1.03% | +0.05% |
| Glaxosmithkline Pharmaceuticals Ltd. | 1.50% | 1.45% | -0.05% |
| SEDEMAC Mechatronics Ltd. | 1.43% | 1.38% | -0.05% |
| Multi Commodity Exchange Of India Ltd. | 0.90% | 0.95% | +0.05% |
| Sundram Fasteners Ltd. | 1.22% | 1.26% | +0.04% |
| Afcons Infrastructure Ltd. | 0.37% | 0.33% | -0.04% |
| Max Financial Services Ltd. | 0.30% | 0.26% | -0.04% |
| Data Patterns (India) Ltd. | 1.74% | 1.77% | +0.03% |
| Ethos Ltd. | 0.52% | 0.49% | -0.03% |
| Landmark Cars Ltd. | 1.24% | 1.21% | -0.03% |
| Leela Palaces Hotels & Resorts Ltd. | 0.89% | 0.86% | -0.03% |
| Motilal Oswal Financial Services Ltd. | 1.19% | 1.22% | +0.03% |
| Swiggy Ltd. | 1.45% | 1.42% | -0.03% |
| The Phoenix Mills Ltd. | 1.57% | 1.54% | -0.03% |
| Gravita India Ltd. | 0.43% | 0.40% | -0.03% |
| NRB Bearings Ltd. | 0.94% | 0.91% | -0.03% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,460 Cr | 2.03% | 30.8% | 16.9% | 21.5% |
 Bandhan Small Cap Fund | ₹34,176 Cr | 1.72% | 20.6% | 15.7% | 22.0% |
 Invesco India Small Cap Fund | ₹15,744 Cr | 1.83% | 24.1% | 16.0% | 20.4% |
 Mahindra Manulife Small Cap Fund | ₹5,468 Cr | 2.19% | 28.5% | 14.8% | — |
 ITI Small Cap Fund | ₹3,603 Cr | 2.22% | 34.3% | 18.1% | 22.1% |
 Bank of India Small Cap Fund | ₹3,307 Cr | 2.18% | 46.3% | 20.0% | 21.3% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of small cap companies
Fund managers
- Alok BahlMr. Bahl has done B.Com, PG Diploma in Financial Management and PG Certificate in Business Management from XLRI JamshedpurHe has over 32 years of work experience in the areas of investment. He has been a part of Helios Group since its inception in 2005. Prior to joining Helios Group, he has worked in India with various sell side firms in sales for over 14 years.
- Pratik Singh Mr. Singh has done B.E and MBA in FinancePrior to joining Helios Mutual Fund, he has worked with Motilal Oswal Institutional Equities, Haitong Securities India, Nirmal Bang Institutional Equities and Minda Valeo Security Systems Pvt Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months33.64% absolute | ₹60,000 | ₹80,184 | 33.64% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Helios Small Cap Fund?
The NAV of Helios Small Cap Fund is ₹11.48 as on 25 Sep 2026.
What is the expense ratio of Helios Small Cap Fund?
The expense ratio of Helios Small Cap Fund is 2.46% per year.
What is the minimum SIP amount for Helios Small Cap Fund?
You can start a SIP in Helios Small Cap Fund with ₹3,000 a month.
Is there a lock-in or exit load on Helios Small Cap Fund?
Lock-in: None. Exit load: Exit load of 1%, if redeemed within 3 months..
How risky is Helios Small Cap Fund?
Helios Small Cap Fund is rated Very High on the SEBI riskometer and belongs to the Small Cap category.
Which fund house manages Helios Small Cap Fund?
Helios Small Cap Fund is managed by Helios Mutual Fund, which runs 8 schemes with ₹11,103 Cr under management.