Helios Financial Services Fund - Direct (G)

You can invest in Helios Financial Services Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹1,000.

The latest NAV of Helios Financial Services Fund - Direct (G) is ₹12.35.

Helios Financial Services Fund - Direct (G) manages assets worth ₹196.11 Cr.

The expense ratio of Helios Financial Services Fund - Direct (G) is 1.16%.

The exit load applicable on Helios Financial Services Fund - Direct (G) is 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..

As per the riskometer, Helios Financial Services Fund - Direct (G) carries Very High risk.

Helios Financial Services Fund - Direct (G) is managed by Helios Mutual Fund.

Helios Financial Services Fund - Direct (G) belongs to the Sectoral Fund category.

Helios Financial Services Fund - Direct (G) is benchmarked against the Nifty Financial Services TRI.

Helios Financial Services Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.

Helios Financial Services Fund - Direct (G) was launched on 24 Jun 2024.

After the initial investment, you can invest in Helios Financial Services Fund - Direct (G) in further multiples of ₹1,000.

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.