Helios Financial Services Fund - Direct Plan - Growth Option vs SBI Healthcare Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Helios Financial Services Fund - Direct Plan - Growth Option
Helios Mutual Fund
★★★★★
Equity · Sectoral
SBI Healthcare Opportunities Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI Mutual Fund
★★★★★
Equity · Sectoral
| Metric | Helios Financial Servi... | SBI Healthcare Opportu... |
|---|---|---|
| NAV | ₹12.05 | ₹403.46 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.09% | 1.03% |
| AUM | ₹200 Cr | ₹4,997 Cr |
| 1M Return | +9.86% | +6.63% |
| 3M Return | +6.21% | +18.09% |
| 6M Return | +1.0% | +18.98% |
| 1Y Return | +2.53% | +16.42% |
| 3Y CAGR | — | +25.61% |
| 5Y CAGR | — | +17.69% |
| Risk Level | — | — |
| Fund Manager | Alok Bahl | Tanmaya Desai |