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New Fund Offer Details

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Company Helios Mutual fund
Scheme Name Helios Balanced Advantage Fund - Regular (G)
Fund Manager Alok Bahi
Minimum Investment 5000 (₹)
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.
Entry Load % Nil
Exit Load % 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
Option Type NA
Category
Launch Date
Fund Manager
Net Assets (₹)