Helios Arbitrage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Helios Arbitrage Fund Growth Fund Overview
SIP ₹1000 & Lump. ₹5000
₹146 Cr
N/A
3.06
If units redeemed or switched out within 7 days from the date of allotment - 0.25% of the applicable NAV.If redeemed/switched out after 7 days from the date of allotment - Nil.
Nifty 50 Arbitrage TRI Index
Helios Arbitrage Fund Growth Calculate Returns
You would have got
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.49 | -0.41 | 126.76 |
| 6M | 0.00 | 1.75 | 126.76 |
| 1Y | 0.00 | 4.30 | 126.76 |
| 3Y | 0.00 | 12.72 | 126.76 |
Portfolio Analysis
- Equity: 73.51%
- Debt: 26.49%
- Others
About Fund Helios Arbitrage Fund Growth
Helios Arbitrage Fund Growth managed by Helios Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹146 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage TRI Index while maintaining an expense ratio of 3.06. Under the expert guidance of Alok Bahl ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Alok Bahl
Mr. Alok Bahl holds Undergraduate degree in Commerce, Post Graduate Diploma in Financial Management and Post Graduate Certificate in Business Management. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Singapore for 18 years. Prior to joining HeliosGroup, Alok worked in India with various sell side firms in sales for over 14 years.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| The Wealth Company Arbitrage Fund Growth | 0 | 131 CR | 2.54 |
| Franklin India Arbitrage Fund Growth | 0 | 1,441 CR | 1.92 |
| Capitalmind Multi Asset Allocation Fund Growth | 0 | 37 CR | 2.31 |
| PGIM India Multi Asset Allocation Fund Growth | 0 | 280 CR | 2.56 |
| Helios Arbitrage Fund Growth | 0 | 146 CR | 3.06 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundThe Wealth Company Arbitrage Fund Growth | 0 | 0 |
| This FundFranklin India Arbitrage Fund Growth | 6.1679 | 0 |
| This FundCapitalmind Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundPGIM India Multi Asset Allocation Fund Growth | 0 | 0 |
| This FundHelios Arbitrage Fund Growth | 0 | 0 |
Helios Arbitrage Fund Growth FAQs
- 1 Month : 0.49%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
