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Helios Financial Services Fund(IDCW)

Ticker: mf17039
Decent 56/100

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H
Helios Financial Services Fund(IDCW Payout)
Score 48/100 Risky
The Helios Financial Services Fund shows several weaknesses in growth, profitability, and valuation, making it a risky investment at this time.
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L
LIC MF Value Fund(IDCW)
Score 68/100 Decent
The LIC MF Value Fund shows potential but faces challenges in growth consistency and valuation. Investors should be cautious.
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B
Bandhan Retirement Fund(IDCW Reinvest)
Score 48/100 Decent
The fund shows potential in a growing sector but faces challenges in profitability and market sentiment.
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B
Bandhan Retirement Fund(IDCW)
Score 48/100 Decent
The Bandhan Retirement Fund has potential but faces several challenges that may hinder its growth and profitability. Investors should proceed with caution.
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H
Helios Overnight Fund(DD-IDCW)
Score 68/100 Decent
The Helios Overnight Fund shows decent potential with stable growth and profitability metrics, but faces challenges in valuation and liquidity.
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A
Aditya Birla SL US Treasury 3-10 year Bond ETFs FoF(IDCW Reinvest)
Score 70/100 Decent
The ETF presents a decent investment opportunity with stable returns, but potential investors should be cautious of market volatility and limited growth drivers.
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A
Aditya Birla SL US Treasury 3-10 year Bond ETFs FoF(IDCW)
Score 48/100 Risky
The fund shows moderate potential but carries significant risks due to market sentiment and limited growth drivers.
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A
Axis US Specific Equity Passive FOF(IDCW)
Score 68/100 Decent
The Axis US Specific Equity Passive FOF shows decent potential with a balanced approach to growth and profitability, though some risks remain.
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N
Nippon India FMP-XLIII-5-2315D(IDCW)
Score 48/100 Decent
The fund shows potential but has several areas of concern that need to be addressed for stronger performance.
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D
DSP Regular Savings Fund(M-IDCW Reinv)
Score 68/100 Decent
The DSP Regular Savings Fund shows potential but faces challenges in growth consistency and valuation. Caution is advised for new investors.
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D
DSP Regular Savings Fund(Q-IDCW)
Score 68/100 Decent
The DSP Regular Savings Fund shows a decent overall score with stable growth and profitability metrics, making it a reasonable investment option.
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D
DSP Regular Savings Fund(M-IDCW)
Score 68/100 Decent
The DSP Regular Savings Fund shows decent potential for growth with manageable risks, making it a reasonable investment option.
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D
DSP Regular Savings Fund(Q-IDCW Reinv)
Score 68/100 Decent
The fund shows decent potential with stable growth and profitability metrics, but some execution risks remain.
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S
Shriram Overnight Fund(M-IDCW)
Score 68/100 Decent
The Shriram Overnight Fund shows decent potential but faces challenges in profitability and market sentiment.
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S
Shriram Overnight Fund(DD-IDCW)
Score 70/100 Decent
The Shriram Overnight Fund shows decent potential with stable performance metrics, but growth drivers are limited and execution risks exist.
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S
Shriram Overnight Fund(M-IDCW Payout)
Score 68/100 Decent
The Shriram Overnight Fund shows moderate potential but faces several challenges that could hinder growth.
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Business Overview

Helios Financial Services Fund (IDCW) is a dynamic mutual fund designed for investors seeking exposure to the financial services sector in India. This fund aims to capitalize on the growth potential of banks, insurance companies, and other financial institutions, making it ideal for those looking to diversify their portfolio. With a strong management team and a focus on long-term capital appreciation, Helios offers a compelling investment opportunity.

  • Focus on India's growing financial services sector
  • Managed by experienced professionals
  • Aims for long-term capital appreciation
  • Ideal for diversification in investment portfolios
  • Transparent and regulated investment vehicle

Investment Thesis

Helios Financial Services Fund stands out due to its strong promoter credibility, which instills investor confidence. The fund is well-positioned to capitalize on the growing digital services sector, offering a robust growth runway. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.

  • Strong backing from a credible promoter group enhances trust and stability.
  • Significant growth potential in the digital services landscape.
  • Attractive valuation metrics compared to industry peers.
  • Focus on innovation and technology adoption to drive future growth.
  • Solid track record of performance and risk management.

Opportunity vs Risk

Opportunities
  • Strong historical returns
  • Diversified investment portfolio
  • Growing demand for financial services
  • Experienced management team
Risks ⚠️
  • Market volatility impacts returns
  • Regulatory changes in finance
  • High competition in sector
  • Interest rate fluctuations

Peer Perspective

Helios Financial Services Fund trades at a slight premium compared to peers like HDFC Mutual Fund and ICICI Prudential. A rerating could occur if it demonstrates consistent margin stability and accelerates growth in AUM.
📊 Stock Investment Checklist (100 Points)
Helios Financial Services Fund(IDCW) • Updated: 2025-10-01 14:50:48
  • 10
    Business
    High
    The financial services sector is evolving with digital transformation, but the fund's specific positioning lacks a clear moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuations in profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, indicating lower efficiency in generating returns.
  • 8
    Valuation
    High
    Valuation ratios such as P/E and P/B are higher compared to peers, suggesting overvaluation.
  • 7
    Balance
    High
    Debt levels are manageable, but liquidity ratios indicate potential short-term challenges.
  • 6
    Governance
    Good
    Promoter holding is moderate, but there are concerns regarding transparency in disclosures.
  • 5
    Drivers
    Good
    Limited growth catalysts identified, with execution risks present in scaling operations.
  • 5
    Technicals
    Good
    Market sentiment is neutral, with low liquidity affecting price action.
Final Score & Verdict
Score 56 / 100 • Decent
While Helios Financial Services Fund shows some potential, the inconsistencies in growth and profitability, along with valuation concerns, suggest a cautious approach is warranted.