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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Alok Bahi

27 Jun 25 | 12:00 AM

11.77 0.06 (0.51%)

  • Underperforms

    14.94%

    Return (1Y)

    underperformed by -1.21%

  • More Volatile

    1.10%

    Standard Deviation (1Y)

    Higher than by 0.07%

  • Consistent

    7/12

    Months

    Has beaten

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
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 -1.21% (CAGR difference)

14.94%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.914.8014.9015.0015.1015.2015.3015.4015.5015.6015.7015.8015.9016.0016.1016.2016.30
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) Equity - Diversified

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 3.20.91.031.041.051.061.071.081.091.10
JavaScript chart by amCharts 3.20.9Helios Financial Services Fund - Regular (G) Equity - Diversified

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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 (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 18 Stocks beating the benchmark 4 Stocks not beating the benchmark

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

View Stock Composition