Helios Balanced Advantage Fund (G) Mutual fund

Helios Balanced Advantage Fund (G)

Q: How to Invest in Helios Balanced Advantage Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Helios Balanced Advantage Fund good?

The Helios Balanced Advantage Fund has an AUM of ₹263.92 Cr as on 12/20/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 11.83%. The risk is Very High against the category average of 39.87.

Q: Is Helios Balanced Advantage Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Helios Balanced Advantage Fund?

There is no lock-in period applicable on Helios Balanced Advantage Fund.

Q: What is the expense ratio of Helios Balanced Advantage Fund?

The expense ratio of Helios Balanced Advantage Fund is 2.38%.

Hybrid

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Dynamic Asset Allocation

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Fund Details

Current NAV

₹11.13

Expense Ratio

2.38%

Min SIP

₹1.00K

Fund Size

₹264Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

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

5.28%

Beta

0.41

Sharpe Ratio

1.2982

Risk

5.97%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Helios Balanced Advantage Fund (G) FAQs

Q1. How to Invest in Helios Balanced Advantage Fund through Rupeezy?

Q2. Is Helios Balanced Advantage Fund good?

Q3. Is Helios Balanced Advantage Fund tax free?

Q4. What is the lock-in period of Helios Balanced Advantage Fund?

Q5. What is the expense ratio of Helios Balanced Advantage Fund?

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