Helios Mutual FundHelios Balanced Advantage Fund Regular Plan Growth Option Fund.
Performance History
+2.2%
Key Statistics
Min. SIP
₹1000
AUM
₹290.90 CR
Expense Ratio
2.76%
Fund House Rank
29
Time Since Launch
2 Years
Top Holdings
Cash Margin16.98%
Repo5.85%
ICICI Bank Ltd5.1%
Bharti Airtel Ltd4.34%
Adani Ports and Special Economic Zone Ltd4.18%
HDFC Bank Ltd3.99%
Shriram Finance Ltd3.59%
Kotak Mahindra Bank Ltd3.59%
One 97 Communications Ltd3.01%
Bajaj Finance Ltd2.82%
Returns Analysis
| 1 Year | 2.2% | 2.55% |
| 3 Year | -- | 10.74% |
| 5 Year | -- | 10.09% |
| 10 Year | -- | -- |
Helios Balanced Advantage Fund Regular Plan Growth Option
Hybrid · Dynamic Asset Allocation or Balanced Advantage · Growth