FundLens
17
Banking & FinancialAvoid

Helios FInancial Services

Helios · Direct–Growth · rank #28 / 30 Smart Score ke hisaab se

Data updated

Helios FInancial Services ka score 17/100 hai — 30 mein #28 Banking & Financial fund (Avoid). Kamzori: Sharpe ratio (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty Bank (index-fund proxy)
1 saal
-2.6%
-2.0% index ke muqable
3 saal
5 saal
Launch se
6.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2025
12.5%
2026
-4.3%

Risk metrics

Sharpe ratio
0.02
↑ jitna zyada, utna accha
Sortino ratio
0.03
↑ jitna zyada, utna accha
Std deviation
17.52
↓ jitna kam, utna accha
Alpha
1.33
↑ jitna zyada, utna accha
Beta
1.02
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.