Compare Mutual Funds
Helios Balanced Advantage Fund
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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
2.9
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NAV
₹11.87
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Fund Started
11 Mar 2024
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Fund Size
₹290.90 Cr
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Exit Load
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1 Year
1.77%
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3 Year
-
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5 Year
-
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Equity
68.96%
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Cash
23.06%
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Top 10 Holdings
ICICI Bank Ltd. | 5.10% |
Bharti Airtel Ltd. | 4.34% |
Adani Ports and Special Economic Zone Ltd. | 4.18% |
HDFC Bank Ltd. | 3.99% |
Shriram Finance Ltd | 3.59% |
Kotak Mahindra Bank Ltd. | 3.59% |
One97 Communications Ltd. | 3.01% |
Bajaj Finance Ltd. | 2.82% |
Eternal Ltd. | 2.80% |
Axis Bank 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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