Helios Mutual Fund launches Helios Balanced Advantage Fund

NFO period: 11^th MarchOctober ? 20^th March, 2024

Highlights of the NFO:

• Scheme type ? An open-ended dynamic asset allocation fund


• 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. However, there can be no assurance that the investment objective of the scheme will be realized.


• Product suitability ? The product is suitable for investors who are seeking long term wealth creation by investing in a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.


• Minimum Application Amount ? First investment is Rs. 5,000/- and in multiple of Rs. 1/- thereafter


• Plan/ Options available ? Regular Plan and Direct Plan having Growth Option and Income Distribution cum Capital Withdrawal Option (?IDCW?) (Payout of IDCW, Transfer of IDCW & Reinvestment of IDCW).


• Fund Managers ? Mr. Alok Bahl, Mr. Pratik Singh and Mr. Utssav Modi


• Benchmark ? CRISIL Hybrid 50+50 ? Moderate Total Return Index (TRI)