- Scheme Category:
- Equity Scheme >
- Small Cap Fund
NAV: ₹ 9.38 ↓ -1.37%
[as on 13 February, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Helios Small Cap Fund - Regular Plan - Growth Option and its peers as on 13 February, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Helios Small Cap Fund - Regular Plan - Growth Option | -4.29% | -1.37% | 0% | -1.05% | - | - | - | - | - | - |
| SBI Small Cap Fund - Regular Plan - Growth | -3.4% | -1.25% | 1.4% | -0.3% | -4.93% | 4.78% | 13.54% | 16.08% | 19.54% | 18.75% |
| ICICI Prudential Smallcap Fund - Growth | -2.13% | -1.09% | 0.24% | 0.29% | -3.59% | 8.88% | 16.57% | 18.76% | 21.42% | 17.17% |
| HDFC Small Cap Fund - Growth Option | -2.83% | -1.49% | -0.16% | -0.52% | -5.4% | 10.6% | 19.11% | 20.97% | 18.81% | 19.41% |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | -2.12% | -1.1% | 0.85% | 0.71% | -4.25% | 8.74% | 21.07% | 23.8% | 23.92% | 21.91% |
| Kotak-Small Cap Fund - Growth | -1.66% | -0.98% | 2.41% | 1.49% | -4.34% | 4.74% | 15.18% | 16.76% | 21.16% | 18.32% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | Apr 2025 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 |
|---|
| Returns | - | - | - | - | - | - | - | - | -2.39% | -6.63% |
NAV history
Helios Small Cap Fund - Regular Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV |
|---|
| 13 February, 2026 | 9.38 |
| 12 February, 2026 | 9.51 |
| 11 February, 2026 | 9.60 |
| 10 February, 2026 | 9.61 |
| 9 February, 2026 | 9.52 |
| 6 February, 2026 | 9.38 |
| 5 February, 2026 | 9.43 |
| 4 February, 2026 | 9.48 |
| 3 February, 2026 | 9.43 |
| 2 February, 2026 | 9.15 |
| 30 January, 2026 | 9.20 |
| 29 January, 2026 | 9.07 |
| 28 January, 2026 | 9.12 |
| 27 January, 2026 | 8.96 |
| 23 January, 2026 | 8.93 |
| 22 January, 2026 | 9.13 |
| 21 January, 2026 | 9.02 |
| 20 January, 2026 | 9.10 |
| 19 January, 2026 | 9.32 |
| 16 January, 2026 | 9.44 |
| 14 January, 2026 | 9.49 |
| 13 January, 2026 | 9.48 |
| 12 January, 2026 | 9.43 |
| 9 January, 2026 | 9.52 |
| 8 January, 2026 | 9.66 |
| 7 January, 2026 | 9.84 |
| 6 January, 2026 | 9.85 |
| 5 January, 2026 | 9.88 |
| 2 January, 2026 | 9.90 |
| 1 January, 2026 | 9.80 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Helios Small Cap Fund - Regular Plan - Growth Option?
The latest NAV of Helios Small Cap Fund - Regular Plan - Growth Option is 9.38 as on 13 February, 2026.
What are YTD (year to date) returns of Helios Small Cap Fund - Regular Plan - Growth Option?
The YTD (year to date) returns of Helios Small Cap Fund - Regular Plan - Growth Option are -4.29% as on 13 February, 2026.