Hybrid
Dynamic Asset Allocation
High Risk
Helios Balanced Advantage Fund
NAV : ₹ 11.65 as of 17 February, 2026
Overview
₹ 312.32 Cr
Fund size
₹ 1000
Min SIP
₹ 5000
Lumpsum
11 March 2024
Launch date
Growth
Fund plan
Regular
Scheme type
Return Calculator
₹ 5,000
Over the past
Total Investment of ₹60,000
Monthly SIP of ₹5,000 would have become ₹64,225 in 1 year with a gain of ₹4,225 (+6.58%)
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Disclaimer: Past performance is not an indicator of future returns
Top Holdings
Kotak Mahindra Bank Ltd. | 5.79% |
Reliance Industries Ltd. | 4.73% |
ICICI Bank Ltd. | 4.68% |
Hindustan Petroleum Corporation Ltd. | 4.63% |
HDFC Bank Ltd. | 4.49% |
View all Equity Holdings
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.42%
Stamp Duty
0.005%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
0
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Peer Analysis
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FAQ for Helios Balanced Advantage Fund
Start SIP with just Rs.100
Start SIP with just Rs.100