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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Alok Bahi

25 Apr 25 | 12:00 AM

10.86 -0.17 (-1.54%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -21.76%

  • Less Volatile

    1.10%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.08%

  • Not so consistent

    5/11

    Months

    Has beaten Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

JavaScript chart by amCharts 3.20.9

NAV

JavaScript chart by amCharts 3.20.9NAVFeb 04Mar 04Apr 04Jul 04Aug 04Sep 04Nov 049.910.010.110.210.3
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 Nifty Financial Services TRI by -21.76% (CAGR difference)

0.00%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.9024681012141618202224
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) Nifty Financial Services TRI

Risk

In last 1 year , the volatility of Helios Financial Services Fund - Regular (G) is Lower than Nifty Financial Services TRI by -0.08%

1.10%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.091.101.111.121.131.141.151.161.171.181.19
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) Nifty Financial Services TRI

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 11 Months, i.e 45.45% of the times It beaten its benchmark, Equity - Diversified

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJan-1001020
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) Nifty Financial Services TRI
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJan-10-505
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 18 Stocks beating the benchmark 2 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition