HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT

HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(02 Mar 2026)
₹9.07
Returns
0.00%
Benchmark Rt
0.00%
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HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT

HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT
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SIP Amount

Investment Duration

Estimated average annual return of 12% over 5 years.

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Fund Overview

Fund Size:

₹652.62 Cr.

Minimum SIP:

₹1000

Minimum Lumpsum:

₹5000

ISIN:

INF0R8701376

Fund Rating:
Expense Ratio:

2.34%

Lock In:

No Lock-in

Exit Load:

Trailing Returns

View full Return Analysis
Period1W1M3M6M
This Fund-2.32%3.81%--
Category Average-0.73%3.91%-4.52%-2.95%
Benchmark Returns-1.01%1.19%-0.61%8.65%

Risk Analysis

View full Risk Analysis
Risk Meter
MEDIUM RISK

Suitable for balanced investments and investors with medium risk tolerance.

About This Fund

More Information

HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT is a scheme launched by Helios Mutual Fund on November 28, 2025, and falls under the Small Cap fund category. It currently manages an AUM of Rs 652.62 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 2.34% for managing the portfolio.

  • Performance:

    HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT trailing returns over different times are 0% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at -5.41%.

SIP Amount

Monthly SIP Date

HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HELIOS SMALL CAP FUND REGULAR PLAN IDCW REINVESTMENT as on 02-03-2026 is 9.07.