Helios Balanced Advantage Fund- Regular Plan- Growth Option Invest Now
Fund Manager: Alok Bahl, Utssav Modi, Pratik Singh    |     Hybrid: Dynamic Asset Allocation    |     NIFTY 50 TRI

10.67 -0.07 (-0.66 %)

NAV as on 09-05-2025

292.94 Cr

AUM as on 31-03-2025

Fund House: Helios Mutual Fund

Rtn ( Since Inception )

4.86%

Inception Date

Mar 27, 2024

Expense Ratio

2.39%

Fund Status

Open Ended Scheme

Min. Investment

5,000

Min. Topup

1,000

Min. SIP Amount

1000

Risk Status

very high

Investment Objective : The scheme seeks 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 instru ments and derivatives.