Helios Balanced Advantage Fund Regular Growth
NAV (Fri Dec 13 2024)
₹11
Returns (Since Inception)
0.00%
Category Average
12.70%
Rating
NA
Allocation and Holdings
Asset class
Weightage
Financial Services
16.83%
Technology
9.64%
Unknown
6.93%
Consumer Defensive
4.09%
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Overall rating
Scheme Information
Fund name
Helios Balanced Advantage Fund Regular Growth
Minimum SIP
1000
Risk Level
Very High Risk
AUM
₹249.30 Cr
ISIN
INF0R8701111
Inception Date
Mar 27 2024
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Benchmark
Expense Ratio
2.380%
Exit Load
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. 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. If redeemed/switched out after 3 months from the date of allotment Nil
Risk
Very High Risk
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.
Fund Managers
N.A.About the AMC
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