Helios Flexi Cap Fund is a below-average performer in its category with a BullWiser Honest Score of 4.9/10 — above the Equity Scheme - Flexi Cap Fund category median of 4.1/10 across 89 funds. Its 3-year CAGR of 14.8% outperforms the Equity Scheme - Flexi Cap Fund category average of 12.7% by +2.1 percentage points. As a Direct plan, Helios Flexi Cap Fund eliminates the distributor commission built into Regular plans, maximising the net return to the investor.
Fund Details
Fund Name
Helios Flexi Cap Fund
Category
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
10.0%
3Y CAGR
14.8%
vs Category Average — Equity Scheme - Flexi Cap Fund
3Y CAGR
This fund+2.1% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund+0.8 vs category avg
Category: Equity Scheme - Flexi Cap Fund · 89 Direct-plan funds compared · 0% are High Quality
Frequently Asked Questions
What is the BullWiser Honest Score of Helios Flexi Cap Fund?
Helios Flexi Cap Fund has a BullWiser Honest Score of 4.9/10 (BELOW AVERAGE).
The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Helios Flexi Cap Fund?
The Total Expense Ratio (TER) of Helios Flexi Cap Fund Direct Plan is --.
Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Helios Flexi Cap Fund?
Helios Flexi Cap Fund has delivered 10.0% 1-year returns and
14.8% 3-year CAGR. For a full NAV history and comparison with category peers,
use BullWiser's MF Analyser.
Past performance is not a guarantee of future returns.
Is Helios Flexi Cap Fund a good investment?
BullWiser rates Helios Flexi Cap Fund as BELOW AVERAGE (Honest Score 4.9/10).
Always match a fund to your own risk profile and investment horizon.
Use the MF Analyser to compare it with peers in the Equity Scheme - Flexi Cap Fund category.
How does Direct Plan differ from Regular Plan for Helios Flexi Cap Fund?
The Direct plan of Helios Flexi Cap Fund has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.
See Full Analysis on BullWiser
NAV chart, holdings, Direct vs Regular savings, Sharpe ratio, and personalised comparison — all free.
Open in MF Analyser →Browse Equity Scheme - Flexi Cap Fund Funds
⚠️ Disclaimer: BullWiser is an independent analysis platform, not a SEBI-registered investment advisor.
Honest Scores and verdicts are algorithmic assessments based on publicly available data.
They are not buy/sell recommendations. Please consult a financial advisor before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.