OtherFlexi Cap FundDirect · Growth
Helios Flexi Cap Fund - Direct Plan - Growth Option
Helios · Scheme 152135
₹16.22▼ 0.43%NAV · 2026-09-18
Decent FundScore
AUM
₹8,055 cr
Expense ratio
0.86%
3Y CAGR
—
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty 500 TRI
Fund manager: Alok BahlExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Decent · 67/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓1Y return vs category: +4.9% vs category avg
- ✓Max drawdown: -18%
- ✓Expense ratio: 0.86%
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sortino ratio: 0.88
FundScore breakdown
67/100 · Decent
Returns
Decent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.