INF0R8701111

Helios Balanced Advantage Fund Regular Growth

Very High Risk Dynamic Asset Allocation Allocation

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

100K+Downloads

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

Helios Capital Asset Management (India) Private Limited


Phone Number


Email Address


Corporate Office Address

Bandra East, Mumbai

Overall AUM

₹249.30 Cr


Website

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