Side by side
Direct plans, growth option. Returns are annualised, to 09 Oct 2026.
| Helios Flexi Cap | LIC MF Flexi Cap | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Return over 1 year | 0.1% | -1.2% |
| Rank in category, 1 year | 16 of 40 | 20 of 40 |
| Against an index fund, 1 year | 5.4% ahead | 4.0% ahead |
| Regular plan return, 1 year | -1.2% | -2.2% |
| What the regular plan costs | 1.26% a year | 0.97% a year |
| Expense ratio, direct plan | 0.85% a year | 1.85% a year |
| Fund size | ₹8,784 crore | ₹1,038 crore |
Helios Flexi Cap Fund returned 0.1% a year and LIC MF Flexi Cap Fund -1.2%. Only one period can be compared, because one of the funds is young.
They share 26% of their holdings
From their latest disclosed portfolios, 26% of each fund sits in the same shares, across 14 companies, led by ICICI Bank, Eternal, Coforge, One 97. That is a moderate overlap: the two funds differ enough to behave differently, but they are not independent.
What the numbers do not settle
The fund that was ahead over the last 1 year is not reliably the one ahead over the next. Look at whether a lead holds across periods, what each fund would cost you to enter and leave, and which fits the rest of what you own.
Check your whole portfolio
Add everything you hold to see which funds overlap, what you pay in commissions and where the portfolio is lopsided.
Check your portfolioTalk it through first
Which fund suits you depends on your goals, your tax position and what else you own. An advisor will go through it with you on a free call.
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Questions
Which has given higher returns, Helios Flexi Cap Fund or LIC MF Flexi Cap Fund?
Over the 1 year to 09 Oct 2026, Helios Flexi Cap Fund returned 0.1% a year and LIC MF Flexi Cap Fund returned -1.2%, measured by their direct plans. Past returns do not tell you which will lead next.
Are Helios Flexi Cap Fund and LIC MF Flexi Cap Fund in the same category?
Yes. Both are flexi cap funds, so they invest in the same part of the market and are likely to hold many of the same shares.
How much do Helios Flexi Cap Fund and LIC MF Flexi Cap Fund overlap?
About 26% of each fund is invested in the same shares, across 14 companies, going by their latest disclosed portfolios.
Should I switch from one to the other?
Not on past returns alone. A switch can mean an exit load and tax on your gains, and leadership between funds changes over time. Whether either fund suits you depends on your goals and the rest of your portfolio, which is a question for an advisor.
This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.
Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.