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

Plan: OPEN | Option: Growth | Alok Bahi

26 Jun 25 | 12:00 AM

11.27 0.10 (0.90%)

  • Underperforms

    3.49%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -3.55%

  • Less Volatile

    0.62%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.04%

  • Not so consistent

    5/12

    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 -3.55% (CAGR difference)

3.49%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

27 Jun 2024

Risk

In last 1 year , the volatility of Helios Balanced Advantage Fund - Regular (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.04%

0.62%

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

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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