Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
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Returns
1Y
10.3%
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3Y
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5Y
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Pros & Cons
Pros
1.Lower expense ratio: 0.81%
2.1Y annualised returns higher than category average by 8.09%
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Cons
Found nothing so far.
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Holding Analysis
Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings
Top 10 Holdings
Name
Assets
Adani Ports and Special Economic Zone Ltd
4.6%
Zomato Ltd
3.7%
ICICI Bank Ltd
3.6%
Reliance Industries Ltd
3.3%
HDFC Bank Ltd
3.3%
Bharti Airtel Ltd
2.7%
State Bank of India
2.6%
Larsen & Toubro Ltd
2.6%
One 97 Communications Ltd
2.6%
Bharat Electronics Ltd
2.5%
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Fund Manager
Name
Pratik Singh
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Education
Mr. Singh has done B.E and MBA in Finance
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Experience
Prior to joining Helios Mutual Fund, he has worked with Motilal Oswal Institutional Equities, Haitong Securities India, Nirmal Bang Institutional Equities and Minda Valeo Security Systems Pvt Ltd.