Plan: OPEN | Option: Growth | Alok Bahi

04 Dec 25 | 12:00 AM

11.88 -0.02 (-0.17%)

  • Underperforms

    6.26%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -7.26%

  • More Volatile

    0.98%

    Standard Deviation (1Y)

    Higher Equity - Diversified by 0.07%

  • 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 - Regular (G), has beaten by -7.26% (CAGR difference)

6.26%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

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

0.98%

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