Helios Balanced Advantage Fund- Regular Plan- Growth Option
hybrid
dynamic asset allocation
AUM : ₹ 292.94 Cr
Investment Returns Calculator
₹
₹
Estimated Growth
Total Investment:
₹ NA
Estimated Returns:
₹ NA
Future Value
₹ NA
Returns
| Tenure | Fund Return | Category Average | Rank Within Category |
|---|---|---|---|
| 1 Year | 5.92% | 23.40% | 27/20 |
| 3 Years | 0.00% | 14.47% | 0/20 |
| 5 Years | 0.00% | 13.34% | 0/20 |
| 10 Years | 0.00% | 12.79% | 0/20 |
Top Scheme Holding
Peer Comparison
Fund Managment
Fund Managment
Mutual funds are handled by professional fund managers, who strategise, analyse, and plan investment activities, to determine ideal securities to invest in as per an individual’s investment objectives.
About this Fund
A riskometer can calculate the risk rate of a mutual funds investment. It is presented in a graph to help understand the risk that comes with a potential investment.
Frequently Asked Questions About Mutual Funds
What category of mutual funds does the Helios Balanced Advantage Fund- Regular Plan- Growth Option fall under?
The Helios Balanced Advantage Fund- Regular Plan- Growth Option is a dynamic asset allocation.
Who is this fund suitable for?
What is the CRISIL ranking for this fund?
What is the benchmark for Helios Balanced Advantage Fund- Regular Plan- Growth Option?
What is the risk rating of this fund?
What is the current tax rate for long term capital gains of this fund if you withdraw after one year?
What is the current tax rate for short term capital gains of the Helios Balanced Advantage Fund- Regular Plan- Growth Option if you withdraw before the completion of a year?
Investment Advisory
Bajaj Finserv Direct Ltd. (“BFDL”) is a licensed registered investment adviser (SEBI Registration no. INA000016083 & BASL Registration no.1022). recognized by Security Exchange Board of India (“SEBI”), having its Corporate Address: 4th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune – 411014. The Services offered on the Site by BFDL does not constitute investment advice in any manner whatsoever. Investment in securities market are subject to market risks. Users are requested to read all the related documents carefully before investing. Registration granted by SEBI (INA000016083), membership of BASL (1022) and certificate obtained from NISM, in no way guarantees performance of the intermediary or provide any assurance of returns to investors.
Mutual funds
Bajaj Finserv Direct Ltd. (“BFDL”) has entered into a referral arrangement with Bajaj Finance Limited (“BFL”) which is registered with Association of Mutual Funds in India ("AMFI") as a distributor of mutual funds with ARN No:90319 which enables BFDL to facilitate Indian residents, to invest in Regular Mutual Funds plan. The Users using the Site, shall be redirected to the platform of BFL and the User shall be bound by the terms and conditions of BFL as applicable to such User.
The Services offered on the Site does not constitute investment advice in any manner whatsoever. Please read the scheme information and other related documents carefully before investing and obtain expert professional advice with regards to specific legal, tax, and consequences of investments and risk factors.
Minimum investment Amount
Min. SIP Amount
₹1000
Min. Lumpsum Amount
₹5000
Min. Additional Amount
₹1000
Expense Ratio/Exit Load/Taxation
Expense Ratio
Expense Ratio
This ratio refers to the fee charged by the AMC for managing your mutual fund.
2.39 %
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
Taxation
Taxation
STCG Taxation: 15% + surcharge at 10% or 15% with 4% health and education cess Individual: 17.94%; HUF: 17.16% LTCG Taxation: 10% without indexation or benefit for foreign currency conversion Surcharge: 10% or 14% with 4% health and education cess Individual: 11.96% ; HUF: 11.44%
Hybrid STCG: Income Tax Slab Rate of Investor%Up to 36 months
Hybrid TCG: Investor’s income tax slab rate%More than 36 months
Investment Objective
Helios Balanced Advantage Fund- Regular Plan- Growth Option
The scheme seeks 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 instru ments and derivatives.
Recently Viewed Funds
Fund Added to Compare
Clear All
Search Mutual Funds & Add to Compare
