Helios Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Helios Balanced Advantage Fund Growth Fund Overview
SIP ₹1000 & Lump. ₹5000
₹288 Cr
N/A
2.85
Nil
CRISIL Hybrid 50 + 50 - Moderate Total Return Index
Helios Balanced Advantage Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.21 | -1.10 | 1.08 |
| 6M | 4.99 | 3.04 | 13.49 |
| 1Y | -1.41 | 3.45 | 25.12 |
| 3Y | 0.00 | 11.51 | 40.98 |
Portfolio Analysis
- Equity: 84.59%
- Debt: 13.24%
- Others
About Fund Helios Balanced Advantage Fund Growth
Helios Balanced Advantage Fund Growth managed by Helios Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹288 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Total Return Index while maintaining an expense ratio of 2.85. 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 |
|---|---|---|---|
| Unifi Dynamic Asset Allocation Fund Growth | 0 | 1,426 CR | 1.99 |
| Sundaram Balanced Advantage Fund (Old) Growth | 0 | 1,247 CR | 2.38 |
| Helios Balanced Advantage Fund Growth | 0 | 288 CR | 2.85 |
| Quant Dynamic Asset Allocation Fund Growth | 0 | 852 CR | 3.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUnifi Dynamic Asset Allocation Fund Growth | 7.9763 | 0 |
| This FundSundaram Balanced Advantage Fund (Old) Growth | 14.9125 | 0 |
| This FundHelios Balanced Advantage Fund Growth | -1.4147 | 0 |
| This FundQuant Dynamic Asset Allocation Fund Growth | -3.5535 | 34.8948 |
Helios Balanced Advantage Fund Growth FAQs
- 1 Month : -3.21%
- 6 Months : 4.99%
- 1 Year : -1.41%
- 3 Years : 0.00%
