Helios Balanced Advantage Fund- Regular Plan- Growth Option Invest Now
Fund Manager: Mr. Alok Bahl - FM1; Mr. Pratik Singh - FM2; Mr. Utssav Modi - FM3    |     Hybrid: Dynamic Asset Allocation    |     NIFTY 50 TRI

11.34 0.07 (0.62 %)

NAV as on 27-06-2025

305.1 Cr

AUM as on 30-05-2025

Fund House: Helios Mutual Fund

Rtn ( Since Inception )

9.54%

Inception Date

Mar 27, 2024

Expense Ratio

2.4%

Fund Status

Open Ended Scheme

Min. Investment

5,000

Min. Topup

1,000

Min. SIP Amount

1000

Risk Status

very high

Investment 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. However, there can be no assurance that the investment objective of the Scheme will be realized.