HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH - Investment Information

About This Fund

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

Investment Details

Fund size
Fund size
₹301.3 Cr.
Min. Investment
Min. Investment
₹5,000
Min. Sip Inv.
Min. Sip Inv.
-
Min. Addl Inv.
Min. Addl Inv.
₹1,000
Expense Ratio
Expense Ratio
2.41%
Turn over
Turn over
-
Exit Load
Exit Load
(i) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment – Nil (ii) If units redeemed or switched out are over and above the limit within 3 months from the date of allotment – 1% of the applicable NAV (iii) If redeemed/switched out after 3 months from the date of allotment – Nil

Basic Details

KRA
KRA
CAMS
Inv. Plan
Inv. Plan
Growth
Launched On
Launched On
27 Mar 2024
Benchmark
Benchmark
NIFTY 50 TRI
Fund Type
Fund Type
Open Ended

AMC Information

AMC
AMC
Helios Mutual Fund
Email
Email
customercare@helioscapital.in
Office No
Office No
022-67319600
Website
Website
https://www.heliosmf.in
Address
Address
515 A, 5th Floor, The Capital, Plot C70, Bandra Kurla Complex, Bandra (E)
All Funds from Helios

SIP Amount

Monthly SIP Date

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

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Frequently Asked Questions

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