Helios Balanced Advantage Fund- Direct Plan- Growth Option

Factsheet

As of 31 Aug 2026

Inception

27 Mar 2024

Fund managers

Mr. Alok Bahl, Mr. Pratik Singh, Mr. Devesh Kumar Bhatt (since 01 Jun 2026)

Benchmark

CRISIL Hybrid 50+50 – Moderate Total Return Index (TRI)

AUM

288.35 crore

Regular expense

2.85%

Direct expense

1.33%

Portfolio turnover

0.44

Minimum investment

₹ 5,000

SIP minimum

₹ 1000

Exit load

Nil Total