HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

Overview
Returns
Risk
Portfolio
Information

Historical NAV & Returns

Current NAV(01 Jan 1970)
₹0.00
Returns
0.00%
Benchmark Rt
0.00%
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HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH
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SIP Amount

₹

Investment Duration

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Fund Overview

Fund Size:

₹301.3 Cr.

Minimum SIP:

₹0

Minimum Lumpsum:

₹5000

ISIN:

INF0R8701111

Fund Rating:
Expense Ratio:

2.41%

Lock In:

No Lock-in

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

Trailing Returns

View full Return Analysis
Period1W1M3M6M
This Fund0.35%2.56%3.39%7.31%
Category Average-0.01%2.31%1.90%5.37%
Benchmark Returns0.02%5.25%4.41%7.33%

Risk Analysis

View full Risk Analysis
Risk Meter
VERY HIGH RISK

Suitable for aggressive investments and investors with very high-risk tolerance.

About This Fund

More Information

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH is a scheme launched by Helios Mutual Fund on March 27, 2024, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 301.3 crore. The fund permits investments with a minimum SIP of Rs 0 and a lump sum of Rs 5000. It charges an expense ratio of 2.41% for managing the portfolio.

  • Performance:

    HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH trailing returns over different times are 5.45% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 3.85%.

SIP Amount

₹

Monthly SIP Date

HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of HELIOS BALANCED ADVANTAGE FUND - REGULAR PLAN - GROWTH as on null is null.