Helios Financial Services Fund (G) Mutual fund

Helios Financial Services Fund (G)

Q: How to Invest in Helios Financial Services Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Helios Financial Services Fund good?

The Helios Financial Services Fund has an AUM of ₹127.06 Cr as on 12/9/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.86%. The risk is Very High against the category average of 72.22.

Q: Is Helios Financial Services Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Helios Financial Services Fund?

There is no lock-in period applicable on Helios Financial Services Fund.

Q: What is the expense ratio of Helios Financial Services Fund?

The expense ratio of Helios Financial Services Fund is 2.39%.

Equity

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Sectoral

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Fund Details

Current NAV

₹11.38

Expense Ratio

2.39%

Min SIP

₹1.00K

Fund Size

₹135Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil

Fund Performance

Alpha

11.39%

Beta

0.80

Sharpe Ratio

1.7293

Risk

6.75%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Helios Financial Services Fund (G) FAQs

Q1. How to Invest in Helios Financial Services Fund through Rupeezy?

Q2. Is Helios Financial Services Fund good?

Q3. Is Helios Financial Services Fund tax free?

Q4. What is the lock-in period of Helios Financial Services Fund?

Q5. What is the expense ratio of Helios Financial Services Fund?

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