Helios Balanced Advantage Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The investment objective of the scheme is 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 instruments and derivatives.

The Helios Balanced Advantage Fund Regular Growth has an AUM of 318.54 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.41%. The minimum investment in Helios Balanced Advantage Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & Low respectively.

The top holdings of the fund include Cash Offset For Derivatives, HDFC Bank, Kotak Mahindra Bank & Hindustan Petroleum Corp.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Oil & Gas Operations & Investment Services.

Some of the similar funds are ITI Balanced Advantage Fund Regular Growth, Bank of India Balanced Advantage Regular Growth, LIC MF Balanced Advantage Fund Regular Growth, Helios Balanced Advantage Fund Regular Growth, Samco Dynamic Asset Allocation Fund Regular Growth. Helios Balanced Advantage Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.