Helios Small Cap Fund - Direct (G)

You can invest in Helios Small Cap Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹1,000.

The latest NAV of Helios Small Cap Fund - Direct (G) is ₹11.63.

Helios Small Cap Fund - Direct (G) manages assets worth ₹1,736.52 Cr.

The expense ratio of Helios Small Cap Fund - Direct (G) is 0.93%.

The exit load applicable on Helios Small Cap Fund - Direct (G) is If units redeemed or switched out within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil..

As per the riskometer, Helios Small Cap Fund - Direct (G) carries Very High risk.

Helios Small Cap Fund - Direct (G) is managed by Helios Mutual Fund.

Helios Small Cap Fund - Direct (G) belongs to the Small Cap Fund category.

Helios Small Cap Fund - Direct (G) is benchmarked against the Nifty Smallcap 250 TRI.

Helios Small Cap Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.

Helios Small Cap Fund - Direct (G) was launched on 27 Nov 2025.

After the initial investment, you can invest in Helios Small Cap Fund - Direct (G) in further multiples of ₹1,000.

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of small cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.