H
Helios Balanced Advantage Fund (G)
Hybrid
●
Dynamic Asset Allocation
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Fund Details
Current NAV
₹11.41
Expense Ratio
2.38%
Min SIP
₹1.00K
Fund Size
₹264Cr
Min Investment
₹5.00K
Lock In
NA
Exit load: If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil
Fund Performance
Alpha
5.02%
Beta
0.41
Sharpe Ratio
1.2325
Risk
6.45%
Above numbers are based upon past 3 years