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Helios Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Growth | Alok Bahi

11 Jul 25 | 12:00 AM

11.25 -0.06 (-0.53%)

  • Underperforms

    2.65%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -2.05%

  • Less Volatile

    0.62%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.03%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Helios Balanced Advantage Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Helios Balanced Advantage Fund - Regular (G), has Underperformed its benchmark, Hybrid - Equity Oriented by -2.05% (CAGR difference)

2.65%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

14 Jul 2024

JavaScript chart by amCharts 3.20.92.402.602.803.003.203.403.603.804.004.204.404.604.80
JavaScript chart by amCharts 3.20.9Helios Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Helios Balanced Advantage Fund - Regular (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.03%

0.62%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.620.630.640.65
JavaScript chart by amCharts 3.20.9Helios Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Helios Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-202
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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