Helios Financial Services Fund - Regular Plan - Growth Option Invest Now
Fund Manager: FM1 - Mr. Alok Bahl; FM2 - Mr. Pratik Singh    |     Equity: Sectoral-Banking and Financial Services    |     NIFTY Financial Services TRI

11.77 0.06 (0.51 %)

NAV as on 27-06-2025

172.68 Cr

AUM as on 30-05-2025

Fund House: Helios Mutual Fund

Rtn ( Since Inception )

15.3%

Inception Date

Jun 13, 2024

Expense Ratio

2.4%

Fund Status

Open Ended Scheme

Min. Investment

5,000

Min. Topup

1,000

Min. SIP Amount

1000

Risk Status

very high

Investment Objective : The primary 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.