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AMC

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					Return (%)
Scheme Name	Category	Launch Date	AUM (Crore)	Expense Ratio (%)	YTD	1 Mon	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs	Since Launch	Action
Helios Overnight Fund - Regular Plan - Growth Option	Debt: Overnight	25-10-2023	280.7	0.19	5.39	0.41	1.29	2.6	5.67	-	-	-	6.17
Helios Financial Services Fund - Regular Plan - Growth Option	Equity: Sectoral-Banking and Financial Services	13-06-2024	214.98	2.41	9.28	-1.09	2.17	3.61	3.42	-	-	-	10.24
Helios Large & Mid Cap Fund - Regular Plan - Growth Option	Equity: Large and Mid Cap	30-10-2024	623.24	2.34	7.13	-1.61	0.83	6.4	2.81	-	-	-	9.84
Helios Flexi Cap Fund - Regular Plan - Growth Option	Equity: Flexi Cap	13-11-2023	5,478.25	1.81	5.13	-2.35	0.07	6.56	1.15	-	-	-	19.98
Helios Balanced Advantage Fund- Regular Plan- Growth Option	Hybrid: Dynamic Asset Allocation	27-03-2024	325.56	2.41	3.77	-0.77	2.21	4.33	1.14	-	-	-	8.09
Helios Mid Cap Fund - Regular Plan - Growth Plan	Equity: Mid Cap	13-03-2025	609.02	2.34	-	-2.32	0.8	8.69	-	-	-	-	25.55
Helios Small Cap Fund - Regular Plan - Growth Option	Equity: Small Cap	06-11-2025	0	2.4	-	-	-	-	-	-	-	-	-2.79