Helios Balanced Advantage Fund - Regular Plan - Growth
NAV
₹11.25
as of 2026-10-13
Price History (NAV)
Performance Metrics (3 Year)
3Y CAGR
N/A
Category avg 5.4%
Fund size
₹275 Cr
Assets under management
Sharpe
N/A
Risk-adjusted return (3Y)
Max drawdown
N/A
Peak-to-trough decline (3Y)
Beta
N/A
Market sensitivity (3Y)
SIP / returns estimator
Estimation is based on the past performance of this fund
Total Corpus After 7 Year(s)
@12.0% p.a. returns
₹4.20 L
+₹2.40 L
Fund FAQs
Frequently asked questions about Helios Balanced Advantage Fund - Regular Plan - Growth
Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work
What is the NAV of Helios Balanced Advantage Fund - Regular Plan - Growth today?
As of 2026-10-13, the NAV of Helios Balanced Advantage Fund - Regular Plan - Growth shown on Qonfido is ₹11.25. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.
Is Helios Balanced Advantage Fund - Regular Plan - Growth a good fund?
Qonfido currently places Helios Balanced Advantage Fund - Regular Plan - Growth in the Standard tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Standard tier means the fund is broadly in line with category peers on Qonfido’s scorecard. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.
Is Helios Balanced Advantage Fund - Regular Plan - Growth a good fit for me?
Whether Helios Balanced Advantage Fund - Regular Plan - Growth is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.
What is the 3-year return of Helios Balanced Advantage Fund - Regular Plan - Growth?
A 3-year CAGR is not currently available for Helios Balanced Advantage Fund - Regular Plan - Growth on this page. Missing return history can happen for newer schemes or when metrics have not been published yet—do not treat a blank figure as either positive or negative.
Which category does Helios Balanced Advantage Fund - Regular Plan - Growth belong to?
Helios Balanced Advantage Fund - Regular Plan - Growth is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from Helios Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds category (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.
How can I explore Helios Balanced Advantage Fund - Regular Plan - Growth further on Qonfido?
Reported fund size (AUM) for Helios Balanced Advantage Fund - Regular Plan - Growth is about ₹275 Cr. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund categories, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.
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Explore Helios Mutual Fund
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