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Fund Overview of Helios Balanced Advantage Fund Direct-IDCW Monthly
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₹10.16NAV
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1.30%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Helios Balanced Advantage Fund Direct-IDCW Monthly Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 1.78% | NA | 2.03% |
| 6 Months | 10.09% | NA | 8.29% |
| 1 Year | 2.83% | 2.83% | 2.86% |
| 2 Years | 5.36% | 2.64% | 14.51% |
Helios Balanced Advantage Fund Direct-IDCW Monthly is one Hybrid mutual fund offered by Helios Mutual Fund. Launched on 15 Sep 2026, the fund aims Long term wealth creation. Investment in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. The expense ratio stands at 1.3%.About Helios Balanced Advantage Fund Direct-IDCW Monthly
it has delivered a return of 2.83% in the last year, a total return since inception of 7.59%.
Depending on individual goals investors often compare best sip in india during the long-term financial strategy.
Helios Balanced Advantage Fund Direct-IDCW Monthly Fund Details
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Compare Helios Balanced Advantage Fund Direct-IDCW Monthly with other mutual funds in the same category
Helios Balanced Advantage Fund Direct-IDCW Monthly
HDFC Balanced Advantage Fund Direct-Growth
HDFC Balanced Advantage Fund Direct-IDCW
Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Helios Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
Helios Balanced Advantage Fund Regular-Growth
|
₹288 | -1.03% | 1.41% | 9.18% | 1.32% | - |
|
Helios Balanced Advantage Fund Direct-Growth
|
₹288 | -0.83% | 1.78% | 10.09% | 2.83% | - |
|
Helios Balanced Advantage Fund Regular-IDCW
|
₹288 | -1.03% | 1.41% | 9.18% | 1.32% | - |
growth is based on 1-month returns of the fundsHelios Balanced Advantage Fund Direct-IDCW Monthly Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Balanced Advantage Fund Direct-Growth |
₹107,296 | ₹561.36 | 11.36% | 14.19% | 13.50% |
| HDFC Balanced Advantage Fund Regular-Growth |
₹107,296 | ₹515.90 | 10.70% | 13.49% | 12.66% |
| HDFC Balanced Advantage Fund Regular-IDCW |
₹107,296 | ₹35.53 | 10.70% | 13.49% | 12.66% |
| HDFC Balanced Advantage Fund Direct-IDCW |
₹107,296 | ₹42.36 | 11.36% | 14.19% | 13.50% |
| ICICI Prudential Balanced Advantage-Growth |
₹75,399 | ₹78.04 | 10.73% | 10.06% | 10.39% |
| ICICI Prudential Balanced Advantage Direct-Growth |
₹75,399 | ₹87.62 | 11.38% | 10.73% | 11.22% |
| ICICI Prudential Balanced Advantage-IDCW |
₹75,399 | ₹18.21 | 10.73% | 10.06% | 10.39% |
| ICICI Prudential Balanced Advantage Direct-IDCW |
₹75,399 | ₹29.75 | 11.38% | 10.73% | 11.22% |
| SBI Balanced Advantage Fund Regular-Growth |
₹41,803 | ₹15.67 | 9.08% | 9.11% | - |
| SBI Balanced Advantage Fund Direct-Growth |
₹41,803 | ₹16.44 | 10.02% | 10.14% | - |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund Direct-Growth |
₹561.36 | 11.36% | 14.19% | - |
| HDFC Balanced Advantage Fund Direct-IDCW |
₹42.36 | 11.36% | 14.19% | - |
| HDFC Balanced Advantage Fund Regular-Growth |
₹515.90 | 10.70% | 13.49% | - |
| HDFC Balanced Advantage Fund Regular-IDCW |
₹35.53 | 10.70% | 13.49% | - |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-Growth |
₹62.26 | 13.13% | 11.66% | - |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF Direct-IDCW Half Yearly |
₹57.02 | 13.13% | 11.66% | - |
| ICICI Prudential Dynamic Asset Allocation Active FOF Direct-Growth |
₹138.11 | 10.82% | 10.99% | - |
| ICICI Prudential Dynamic Asset Allocation Active FOF Direct-IDCW |
₹108.31 | 10.82% | 10.99% | - |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-Growth |
₹28.21 | 12.23% | 10.90% | - |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-IDCW |
₹17.32 | 12.23% | 10.90% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Helios Balanced Advantage Fund Direct-IDCW Monthly
How has Helios Balanced Advantage Fund Direct-IDCW Monthly performed recently?
- 3 Months: 1.78%
- 6 Months: 10.09%
What is the long-term performance of Helios Balanced Advantage Fund Direct-IDCW Monthly?
- Since Inception: 7.59%
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
