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Helios Balanced Advantage Fund - Direct (IDCW) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | Alok Bahi

17 Dec 25 | 12:00 AM

11.84 -0.05 (-0.42%)

  • Underperforms

    2.68%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -1.31%

  • Less Volatile

    0.59%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by 0.00%

  • Not so consistent

    5/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year Helios Balanced Advantage Fund - Direct (IDCW), has underperformed its benchmark, Hybrid - Equity Oriented by -1.31% (CAGR difference)

2.68%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

18 Dec 2024

Risk

In last 1 year , the volatility of Helios Balanced Advantage Fund - Direct (IDCW),is Lower than its benchmark, Hybrid - Equity Oriented by 0.00%

0.59%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

View Stock Composition