Helios Financial Services Fund Regular-IDCW
Helios Mutual Fund · Equity Sectoral / Thematic
Return calculator
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| Loading NAV history… | ||||
A SIP on the 1st of every month at that day's NAV. Past returns do not guarantee future returns.
Returns and rankings
| Name | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|
| Fund returns | -5.8% | -10.0% | — | — |
| Category average (Sectoral / Thematic) | -2.6% | -5.3% | — | — |
| Rank (Sectoral / Thematic) | 154 / 244 | 149 / 225 | — | — |
Ranked among Sectoral / Thematic funds, Regular plan, IDCW option. 3Y and 5Y are annualised.
Advanced ratios
Calculated from daily NAVs over available history, with a 6.5% risk-free rate.
Minimum investments
Exit load, stamp duty and tax
Exit load
Not published in the AMFI data for this scheme. See the scheme information document on the fund house website.
Stamp duty on investment: 0.005% (from 1 July 2020)
Tax implication
Redeemed within 1 year: gains taxed at 20% (short-term). After 1 year: gains above ₹1.25 lakh a year taxed at 12.5% (long-term).
FAQs
How to invest in Helios Financial Services Fund Regular-IDCW?
Open your Do Trading account (KYC), choose Monthly SIP or One-time in the Invest panel, enter the amount and confirm the order with the OTP sent to your email.
What kind of returns does Helios Financial Services Fund Regular-IDCW provide?
6M: -5.79% · 1Y: -9.97%
What is the NAV of Helios Financial Services Fund Regular-IDCW?
₹10.7400 as on 22 Oct 2026.
How risky is Helios Financial Services Fund Regular-IDCW?
Its riskometer level is Very High. Over available history its NAV moved 17.3% a year (volatility) and fell at most 18.0% from a peak.
How to redeem Helios Financial Services Fund Regular-IDCW?
In the Invest panel choose Redeem, enter the units (or redeem all) and confirm with the OTP. The amount reaches your bank account after the fund house processes it, usually 1–3 working days.
Can I invest in SIP and lump sum of Helios Financial Services Fund Regular-IDCW?
Yes. The minimum is ₹100 for a one-time investment or a monthly SIP.
How is Helios Financial Services Fund Regular-IDCW taxed?
Redeemed within 1 year: gains taxed at 20% (short-term). After 1 year: gains above ₹1.25 lakh a year taxed at 12.5% (long-term).
Fund details
Other plans of this fund
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Confirm with OTP
Enter the 6-digit OTP sent to your email.