Should I invest in Helios Small Cap Fund?

Helios Small Cap Fund is suitable for investors with a 7+ year investment horizon who can tolerate high volatility including 40-60% temporary falls in NAV. It is not suitable for investors needing money within 5 years or first-time investors. Always consult a SEBI-registered adviser before investing.

What is the risk level of Helios Small Cap Fund?

Helios Small Cap Fund is rated Very High risk by SEBI. As a small cap fund, it invests predominantly in companies ranked 251st and beyond by market capitalisation, which are more volatile than large or mid cap stocks.

Who manages Helios Small Cap Fund?

Helios Small Cap Fund is managed by Helios Mutual Fund. For current fund manager details and the latest factsheet, visit the official Helios Mutual Fund website.

What is the benchmark for Helios Small Cap Fund?

The benchmark for Helios Small Cap Fund is the Nifty Smallcap 250 Total Return Index (TRI), as mandated by SEBI for small cap funds.

Sundaram Small Cap Fund Review — Is It Worth Investing?

Fund Overview

About This Fund

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Key Things to Know

Sundaram Finance — 70+ Year Heritage

Sundaram Finance was founded in 1954 and is one of India's most respected financial services conglomerates. The group's conservative financial culture, built over seven decades of vehicle lending and insurance, permeates the AMC's investment philosophy. This conservative DNA means the fund avoids speculative bets and focuses on businesses with proven cash generation and honest management.

South India SME Knowledge Edge

Sundaram Group's deep presence in South India — with extensive corporate lending relationships across Tamil Nadu, Karnataka, Andhra Pradesh and Telangana — gives the investment team firsthand knowledge of the region's vibrant SME and manufacturing ecosystem. Many small cap gems in auto ancillaries, textiles, speciality chemicals and IT services are headquartered in South India.

Conservative Quality Focus

Consistent with the Sundaram Group's conservative financial culture, the small cap fund maintains strict quality filters — avoiding promoter-pledging situations, highly leveraged companies and businesses with questionable governance. This conservative approach provides meaningful protection against the blow-ups that are common in the small cap universe.

Long Operating History — Established Track Record

Sundaram Small Cap Fund has been operational for many years, providing investors with performance data across multiple different market environments. The fund's behaviour during the 2018 IL&FS crisis, 2020 COVID crash and 2022 rate hike period is visible in the drawdown and rolling return data on this page.

Fund House

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SEBI Category

Small Cap Fund

Benchmark

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Launch Date

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Risk Rating

Very High

Min. Horizon

7+ Years

What is AAUM? AAUM (Average Assets Under Management) is the average fund corpus over a full quarter, as officially reported to AMFI. It is a more reliable indicator of fund size than point-in-time AUM, which can be inflated by large inflows on the last day of a month. All AUM figures on this page are from official AMFI quarterly disclosures.

Performance

Trailing Returns

All returns are computed from the fund's official NAV history. Periods where the fund does not have sufficient history are shown as — and are never estimated or extrapolated. 1M and 3M are absolute returns. 1Y and above are CAGR.

1 Month

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3 Month

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6 Month

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1 Year

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3 Year CAGR

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Per annum

5 Year CAGR

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Per annum

What is CAGR? Compounded Annual Growth Rate. A 3Y CAGR of 20% means your money grew at 20% per year compounded over three years. Always compare funds on 3Y and 5Y CAGR rather than short-term returns to judge true long-term performance.

Compare with another fund: Use the Small Cap Fund Comparison Tool to put any two funds side by side — returns, drawdown and SIP calculator.

NAV History

Year by Year

Calendar Year Returns

Year-by-year returns reveal whether a fund's long-term average is driven by one exceptional year or by consistent performance across different market conditions.

Risk Analysis

Maximum Drawdown

Drawdown measures the biggest fall from a peak NAV. Small cap funds regularly fall 40–60% in severe bear markets. Understanding this before you invest is what helps you stay the course during crashes rather than panic-selling at the worst possible moment.

Max Drawdown Ever

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Current from Peak

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Worst 12 Months

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What is the 200 DMA? The 200-Day Moving Average is the average NAV over the last 200 trading days. When the current NAV is above this line the fund is in an uptrend. When below, it signals a downtrend. It is a trend indicator, not a buy/sell recommendation.

NAV vs 200-Day Moving Average

Stress Test

Behaviour During Market Crises

How did this fund hold up during India's four major market stress events? How much did it fall, and how long to recover? Pre-inception means the fund did not exist at the time of the event.

2024–25 Tariff Crash

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COVID-19 Crash 2020

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Rate Hike Selloff 2022

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IL&FS Crisis 2018

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Risk Metrics

Risk-Adjusted Performance

These ratios measure how much return the fund delivered per unit of risk. Two funds with identical 3-year returns can have very different volatility profiles. A fund delivering the same return with lower volatility is the better risk-adjusted performer.

Sharpe Ratio (3Y)

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Return per unit of total volatility. Above 1.0 is good. Above 1.5 is strong.

Sortino Ratio (3Y)

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Like Sharpe but only penalises downside volatility. Rewards one-sided upward movement.

Std Deviation (3Y)

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Monthly return volatility. Higher means more unpredictable outcomes for investors.

Investor Fit

Who Should — and Should Not — Invest

Small cap funds are not for everyone. High long-term return potential comes with very high short-term volatility and the real possibility of 40–60% falls in severe corrections.

✓ Suitable For

✓Investors with a 7+ year horizon who can stay invested through full market cycles

✓SIP investors committed to continuing during downturns — that is when real wealth is built

✓Those using this as a satellite allocation alongside a large cap or flexi cap core

✓Investors who genuinely accept 40–60% temporary falls as normal

✗ Not Suitable For

✗Anyone who needs money within 5 years — small caps can stay depressed for years post-crash

✗Investors who panic sell during corrections — the worst time to exit feels most urgent

✗Those making this their only equity fund — concentration in small caps without a large cap base is risky

✗First-time investors — build a large cap or flexi cap foundation first

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Data: Returns and risk metrics sourced from RightAdvise.com, computed from official AMFI NAV history. | Disclaimer: Past performance does not guarantee future returns. CRN India is not SEBI registered. For educational purposes only. Mutual fund investments are subject to market risks.

Sundaram Small Cap Fund