Helios Financial Services Fund-Reg(G)
Helios Financial Services Fund-Reg(G)
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NAV: 09-Jun-2026
₹10.77
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Min. SIP amount
₹5,000.00
Return Calculator
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Investment Amount
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Expected return rate (p.a)
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Investment Period
Yr -
Invested amount
₹0
Estimated Returns
₹0
Expected Future Value
₹0
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Lumpsum Investment Amount
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Lumpsum Expected return rate (p.a)
% -
Lumpsum Investment Period
Yr -
Invested amount
₹0
Estimated Returns
₹0
Expected Future Value
₹0
Minimum Investment Amounts
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Min. for 1st investment
₹5,000.00
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Min. for 2nd investment
₹5,000.00
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Min. for SIP
₹5,000.00
Returns
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| Fund returns | -5.28 % | 0.00 % | 0.00 % |
| 1Y | 3Y | 5Y | |
|---|---|---|---|
| Fund returns | -5.28 % | 0.00 % | 0.00 % |
Expense ratio, exit load and tax
Expense ratio: 2.39% (Inclusive of GST)
Exit load: NA
Stamp duty: 0.0005%
Exit load Remark: Nil upto 10% of units and 1% for remaining units or before 3M, Nil after 3M
Tax implication: NA
Fund house
Helios Financial Services Fund-Reg(G)
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Date of Incorporation
24-Jun-24
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Total AUM
₹114Cr
Helios Financial Services Fund-Reg(G) is a Mutual Fund Scheme Launched by Helios Capital Asset Management (India) Private Limited . This scheme was launched on 24-Jun-24 . This fund is currently managed by Alok Bahl and Pratik Singh . The fund currently has an Asset Under Management (AUM) of 113 Cr. Helios Financial Services Fund-Reg(G) is rated as NA Risk. Minimum SIP investment in this fund is Rs. 5,000.00 .
Helios Financial Services Fund-Reg(G)
Monthly investment
Lumpsum investment
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