Compare Mutual Funds
Helios Balanced Advantage Fund
HybridDynamic Asset Allocation
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Risk
Very High
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Rating
-
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Min SIP Amount
₹1000
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Expense Ratio
2.81
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NAV
₹12.33
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Fund Started
11 Mar 2024
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Fund Size
₹264.85 Cr
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Exit Load
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1 Year
1.72%
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3 Year
-
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5 Year
-
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Equity
71.29%
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Cash
21.12%
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Top 10 Holdings
Name | Assets |
|---|---|
Kotak Mahindra Bank Ltd. | 6.30% |
ICICI Bank Ltd. | 5.39% |
One 97 Communications Ltd. | 4.86% |
Adani Ports and Special Economic Zone Ltd. | 4.56% |
Eternal Ltd. | 3.72% |
Bajaj Finance Ltd. | 2.95% |
Divi's Laboratories Ltd. | 2.95% |
HDFC Bank Ltd. | 2.67% |
State Bank of India | 2.56% |
Shriram Finance Ltd | 2.54% |
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Name
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Start Date
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Description
The scheme seeks 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 instru ments and derivatives.
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Launch Date
11 Mar 2024
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