Helios Balanced Advantage Fund Direct Growth

Helios Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Helios Mutual Fund. This scheme was made available to investors on 21 May 2021. The fund currently has an Asset Under Management(AUM) of ₹2,056 Cr and the Latest NAV as of 13 Dec 2024 is ₹11.56. The Helios Balanced Advantage Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months. ;

Investment Objective

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. ;