Helios Financial Services Fund - Regular Plan - Growth Option

The Helios Financial Services Fund - Regular Plan - Growth Option , a Sector Specific - Banks & Financial Services multi-cap fund   Open Ended Mutual Funds   from Helios Capital Asset Management (India) Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Helios Financial Services Fund - Regular Plan - Growth Option - Performance

The Helios Financial Services Fund - Regular Plan - Growth Option has set a great track record, delivering an impressive 1-year return of 2.12. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹189.38 Cr. and the latest NAV declared is 11.56 as on 2026-09-08.

Helios Financial Services Fund - Regular Plan - Growth Option - Investment Strategy

The Helios Financial Services Fund - Regular Plan - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Helios Financial Services Fund - Regular Plan - Growth Option - Fees and Expenses

The Helios Financial Services Fund - Regular Plan - Growth Option has an expense ratio of 2.1 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Helios Financial Services Fund - Regular Plan - Growth Option - SIP Planning

The Helios Financial Services Fund - Regular Plan - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Helios Financial Services Fund - Regular Plan - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Sector Specific - Banks & Financial Services provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Sector Specific - Banks & Financial Services Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.