Helios Financial Services Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services.

The Helios Financial Services Fund Regular Growth has an AUM of 135.41 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in Helios Financial Services Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are - & - respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank Of India & One 97 Communications.

The major sectors where the fund is invested are Regional Banks, Investment Services, Consumer Financial Services & Insurance (Life).

Some of the similar funds are Baroda BNP Paribas Banking and Financial Services Fund Regular Growth, Taurus Banking & Financial Services Fund Growth Option, LIC MF Banking & Financial Services Fund Regular Growth, Helios Financial Services Fund Regular Growth, Groww Banking & Financial Services Fund Regular Growth. Helios Financial Services Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.