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Helios Financial Services Fund - Regular (G)
INVEST

Plan: OPEN | Option: Growth | Alok Bahi

02 Jul 25 | 12:00 AM

11.61 -0.13 (-1.11%)

  • Underperforms

    14.05%

    Return (1Y)

    underperformed by -1.30%

  • More Volatile

    1.10%

    Standard Deviation (1Y)

    Higher than by 0.07%

  • Not so consistent

    6/12

    Months

    Has beaten

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVMar 06Apr 06May 06Jun 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Helios Financial Services Fund - Regular (G), has Underperformed its benchmark, by -1.30% (CAGR difference)

14.05%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

03 Jul 2024

JavaScript chart by amCharts 3.20.913.9014.0014.1014.2014.3014.4014.5014.6014.7014.8014.9015.0015.1015.2015.3015.4015.50
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) null

Risk

In last 1 year , the volatility of Helios Financial Services Fund - Regular (G),is Higher than its benchmark, by 0.07%

1.10%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.011.021.031.041.051.061.071.081.091.101.11
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) null

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark,

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return Comparisonundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-10010
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G)
JavaScript chart by amCharts 3.20.9Monthly Alphaundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-10-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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