Side-by-Side Comparison

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

1/5 funds selected
Parameter
Helios Balanced Advantage Fund- Regular Plan-IDCW …
Helios Balanced Advantage
1Y Return 19.8% ⭐
3Y CAGR 15.3% ⭐
5Y CAGR 14.3% ⭐
10Y CAGR 30.5% ⭐
Current NAV ₹11.35
AUM (₹ Cr) 21530
Expense Ratio 1.58% ⭐
Risk Level Moderate
Sharpe Ratio 1.98
Beta 1.58
Alpha 2.98
Min SIP ₹500
View Details
Return Comparison