Helios Balanced Advantage Fund - Direct (G)

You can invest in Helios Balanced Advantage Fund - Direct (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹1,000.

The latest NAV of Helios Balanced Advantage Fund - Direct (G) is ₹11.84.

Helios Balanced Advantage Fund - Direct (G) manages assets worth ₹288.35 Cr.

The expense ratio of Helios Balanced Advantage Fund - Direct (G) is 1.33%.

The exit load applicable on Helios Balanced Advantage Fund - Direct (G) is NIL..

As per the riskometer, Helios Balanced Advantage Fund - Direct (G) carries High risk.

Helios Balanced Advantage Fund - Direct (G) is managed by Helios Mutual Fund.

Helios Balanced Advantage Fund - Direct (G) belongs to the Dynamic Asset Allocation Fund or Balanced Advantage Fund category.

Helios Balanced Advantage Fund - Direct (G) is benchmarked against the CRISIL Hybrid 50+50 - Moderate Index.

Helios Balanced Advantage Fund - Direct (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.

Helios Balanced Advantage Fund - Direct (G) was launched on 27 Mar 2024.

After the initial investment, you can invest in Helios Balanced Advantage Fund - Direct (G) in further multiples of ₹1,000.

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.