Helios Balanced Advantage Fund-Reg(G)
View the direct plan of this scheme
Rs 10.99 0.07(0.641 %) NAV as on 23 May 2025
Prime Rating:
Unrated
Prime Recommendation:
Upgrade to
see
Fund type:
Hybrid
AUM (in crores):
₹ 300.87
Fund category:
Dynamic Asset Allocation
Fund manager(s):
Alok Bahl, Pratik Singh, Utsav Modi
Benchmark:
CRISIL Hybrid 50+50 - Moderate Index
Minimum investment:
₹
5000
Launch date:
27 Mar 2024
Min. additional investment:
₹ 1000
Expense ratio:
2.39 %
Exit load:
Nil upto 10% of units and 1% for remaining units on or before 3M, Nil after 3M
Scheme Objective: The investment objective of the scheme is to capitalize on the potential upside of equities while attempting to limit the downside by dynamically managing the portfolio through investment in equity & equity related instruments and active use of debt, money market instruments and derivatives.
Performance (As on 23 May 2025)
Performance data is not available for this scheme.