Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
small capDirect
Helios Small Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
small capDirect
Invesco India Smallcap Fund - Direct Plan - Growth
3Y ago₹1.88 L
5Y ago₹2.57 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Small Cap Fund - Direct … | Invesco India Smallcap Fund - D… |
|---|---|---|
| Fund house | Helios Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Small Cap Fund | Equity Schemes - Small Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹11.71 | ₹54.76 |
| Assets managed (AUM) | — | — |
| 1M return | 3.17% | 1.92% |
| 6M return | 31.57% | 23.78% |
| 1Y return | — | 19.04% |
| 3Y CAGR | — | 23.51% |
| 5Y CAGR | — | 20.81% |
| Since inception CAGR | 22.23% | 24.08% |
| Bumpiness · 3Y (annualised σ) | 17.74 | 17.96 |
| Worst drop ever | -16.90% | -37.66% |
| Sharpe · 3Y (rf=6%) | 0.81 | 0.87 |