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Helios Financial Services Fund - Direct (IDCW) Equity - Diversified
INVEST

Plan: OPEN | Option: Dividend | Alok Bahi

18 Dec 25 | 12:00 AM

12.05 0.09 (0.75%)

  • Underperforms

    7.40%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -6.40%

  • More Volatile

    0.99%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.09%

  • Not so consistent

    4/12

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year Helios Financial Services Fund - Direct (IDCW), has beaten by -6.40% (CAGR difference)

7.40%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

19 Dec 2024

Risk

In last 1 year , the volatility of Helios Financial Services Fund - Direct (IDCW) is Higher than by 0.09%

0.99%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition