Side-by-Side Comparison

Compare up to 5 mutual funds on returns, risk, and more.

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Parameter
Helios Balanced Advantage Fund- Direct Plan-IDCW O…
Helios Balanced Advantage
1Y Return 15.5% ⭐
3Y CAGR 11.0% ⭐
5Y CAGR 10.0% ⭐
10Y CAGR 21.5% ⭐
Current NAV ₹11.75
AUM (₹ Cr) 15400
Expense Ratio 0.55% ⭐
Risk Level Moderate
Sharpe Ratio 1.85
Beta 1.15
Alpha 1.35
Min SIP ₹500
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Return Comparison