Helios Balanced Advantage Fund - Regular (G) Hybrid - Equity Oriented
Plan: OPEN | Option: Growth | Alok Bahi
28 Jul 25 | 12:00 AM
11.19 -0.06 (-0.53%)
Scheme Info
Investment Details
Have a look at some key information regarding the Mutual fund which helps in evaluating whether the fund suits your investment objectives
Fund Objective
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. However, there can be no assurance that the investment objective of the Scheme will be realized.
Scheme Details
- Fund Type
OPEN
- Inception Date
11-03-2024
- AMC Name
- Minimum Investment
Rs. 5000
- Expense Ratio
2.41
- Exit Load Comment
If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment - Nil If units redeemed or switched out are over and above the limit within 3 months from the date of allotment - 1% of the applicable NAV If redeemed/switched out after 3 months from the date of allotment - Nil
