Helios Balanced Advantage Fund NFO
| Mutual Fund | Helios Mutual Fund |
| Scheme Name | Helios Balanced Advantage Fund |
| Objective of Scheme | 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. However, there can be no assurance that the investment objective of the Scheme will be realized. |
| Scheme Type | Open Ended |
| Scheme Category | Hybrid Scheme – Dynamic Asset Allocation or Balanced Advantage |
| New Fund Launch Date | 11-Mar-2024 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 20-Mar-2024 |
| Indicate Load Seperately | Entry Load- NA Exit Load- (i) If units redeemed or switched out are upto 10% (limit) of the units purchased or switched in within 3 months from the date of allotment – Nil (ii) If units redeemed or switched out are over and above the limit within 3 months from the date of allotment – 1% of the applicable NAV. (iii) If redeemed/ switched out after 3 months from the date of allotment – Nil. |
| Minimum Subscription Amount | 5000 and in multiples of Re. 1 thereafter |
Helios Balanced Advantage Fund NFO
Application Form
