Two funds walk into a table. Only the numbers talk.
Helios Small Cap Fund vs BANDHAN Small Cap Fund
Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.
- AHelios Small Cap Fund
Helios Mutual Fund- Small Cap Fund
- Direct plan
- Very High Risk
NAV ₹11.69 on 13 Nov 2026
- BBANDHAN Small Cap Fund
Bandhan Mutual Fund- Small Cap Fund
- Direct plan
- Very High Risk
NAV ₹57.08 on 13 Nov 2026
The short version
Who comes out ahead on each measure.
Smoother ride
BBANDHAN Small Cap Fund
BANDHAN Small Cap Fund swung the least: about 17.5% a year either way, against 18.2% for Helios Small Cap Fund. Lower means fewer scary days.
Fell less in a crash
AHelios Small Cap Fund
At its worst, Helios Small Cap Fund fell 16.9% from its peak, against 24.3% for BANDHAN Small Cap Fund. On ₹1 lakh, that's a dip to ₹75,664 at the bottom for BANDHAN Small Cap Fund. Could you have held on?
Costs less
BBANDHAN Small Cap Fund
BANDHAN Small Cap Fund charges 0.61% a year, against 0.9% for Helios Small Cap Fund. On ₹1 lakh that's ₹610 a year against ₹900, taken quietly from the NAV.
What your money would have become
The same amount, put into each fund on the same day.
Not enough shared history to chart these funds together yet.
Strengths and watch-outs
Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.
AHelios Small Cap Fund
- Watch out: Less than 3 years of history, too short to judge
BBANDHAN Small Cap Fund
- Strength: Ahead of its category: 19.3% a year over 5 years, against a category average of 14.5%
- Strength: In the top quarter of its category over 5 years (#2 of 21)
- Strength: Beat a 5-year SBI FD: 19.3% a year over 5 years, against 6.05%
All the numbers
The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.
| Measure | AHelios Small Cap Fund | BBANDHAN Small Cap Fund |
|---|---|---|
| ReturnsHow much the fund grew. Beyond a year, this is per year (annualised). | ||
| 1 yearLast 12 months, the most noisy figure | – | 9.3%#16 of 30 · avg 11% |
| 3 yearsPer year, over a full market mood swing | – | 22.4%#1 of 25 · avg 14.4% |
| 5 yearsPer year, the fairest single test | – | 19.3%#2 of 21 · avg 14.5% |
| RiskHow bumpy the ride was. This is what decides whether you stay invested. | ||
| Ups and downsVolatility: how far it swings in a typical year. Lower is calmer | 18.2%category avg 17.1% | 17.5%Bestcategory avg 17.1% |
| Worst fallThe biggest drop from a peak in 10 years. Lower is better | −16.9%Bestcategory avg −31.2% | −24.3%category avg −31.2% |
| Best 12 monthsIts strongest year | – | 114.9% |
| Worst 12 monthsIts weakest year | – | -9.9% |
| Odds of a gainShare of all 1-year holding periods that ended in profit | – | 84% |
| Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not. | ||
| Expense ratioYearly fee. Lower keeps more for you | 0.9% | 0.61%Best |
| Fund sizeMoney managed (AUM). Neither better nor worse | ₹1,885 Cr | ₹35,856 Cr |
| Minimum SIPSmallest monthly amount | ₹1,000 | ₹100Best |
| Lock-inTime before you can withdraw | None | None |
“Best” is not a recommendation: a fund that returned more usually took more risk to do it.
Which one fits you?
There is no best fund, only a better fit for what you need the money to do.
AHelios Small Cap Fund
Might suit you if…
- a smoother ride matters more to you than the top return
BBANDHAN Small Cap Fund
Might suit you if…
- a smoother ride matters more to you than the top return
- you care about keeping costs low, which adds up over decades