Helios Balanced Advantage Fund - Monthly IDCW - Direct Plan
Investment 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.
360 ONE Multi Asset Allocation Fund - Growth - Direct Plan and 4 more peers in this category.
Build comparisonCategory avg is the average return of every scheme in this fund's SEBI class (Hybrid - Dynamic Asset Allocation) over the same period. Return basis follows each class's underlying asset type, so it varies within this category: absolute or annualised up to 1 year, CAGR beyond.
This fund doesn't have enough return history yet to project an investment.
Risk metrics are not available for this fund.
This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.
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