HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(01 Jan 1970)
₹0.00
Returns
0.00%
Benchmark Rt
0.00%
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HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH
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SIP Amount

₹

Investment Duration

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0 %
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Fund Overview

Fund Size:

₹192.44 Cr.

Minimum SIP:

₹0

Minimum Lumpsum:

₹5000

ISIN:

INF0R8701178

Fund Rating:
Expense Ratio:

2.4%

Lock In:

No Lock-in

Exit Load:
(i) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment – Nil (ii) If units redeemed or switched out are over and above the limit within 3 months from the date of allotment – 1% of the applicable NAV (iii) If redeemed/switched out after 3 months from the date of allotment – Nil

Trailing Returns

View full Return Analysis
Period1W1M3M6M
This Fund-0.84%3.33%2.52%8.46%
Category Average-0.47%3.65%3.58%7.56%
Benchmark Returns-0.64%5.22%2.76%5.76%

Risk Analysis

View full Risk Analysis
Risk Meter
VERY HIGH RISK

Suitable for aggressive investments and investors with very high-risk tolerance.

About This Fund

More Information

HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH is a scheme launched by Helios Mutual Fund on June 13, 2024, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 192.44 crore. The fund permits investments with a minimum SIP of Rs 0 and a lump sum of Rs 5000. It charges an expense ratio of 2.4% for managing the portfolio.

  • Performance:

    HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH trailing returns over different times are 8.86% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 8.96%.

SIP Amount

₹

Monthly SIP Date

HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

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Frequently Asked Questions

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Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HELIOS FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH as on null is null.