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Prudent Asset India Private Limited

Registered office: Office No 13, Sai Swar Building, Plot No 20, Sector -2, Kharghar, , Navi Mumbai, Maharashtra, India - 410210

AMFI Registered Mutual Fund Distributor with ARN 39470

Disclaimer: Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing.

© 2026 Prudent Asset India Private Limted. All rights reserved.
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Home / Explore / Helios Financial Services Fund Regular Plan Growth Option
SBI LogoHelios Mutual Fund

Helios Financial Services Fund Regular Plan Growth Option Fund.

EquitySectoral / ThematicHigh

Performance History

-0.77%
As of 21 Jul 2026

Key Statistics

Min. SIP
₹1000
AUM
₹200.28 CR
Expense Ratio
2.51%
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Fund House Rank
35
Time Since Launch
2 Years

Top Holdings

HDFC Bank Ltd16.33%
ICICI Bank Ltd13.35%
State Bank of India6.47%
Bajaj Finance Ltd6.44%
One 97 Communications Ltd5.87%
Multi Commodity Exchange Of India Ltd5.55%
BSE Ltd4.82%
Axis Bank Ltd4.42%
Motilal Oswal Financial Services Ltd4.28%
Shriram Finance Ltd4.19%

Returns Analysis

1 Year-0.77%4.95%
3 Year--13.36%
5 Year--13.86%
10 Year----
Helios Mutual Fund
Helios Financial Services Fund Regular Plan Growth Option
Equity · Sectoral / Thematic · Growth