In plain English
Helios Balanced Advantage Fund is a Dynamic Asset Allocation / BAF scheme from Helios. Worst historical drawdown: -11% in Feb 2025, recovered in 5 months.
Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.
NAV history
NAV (Direct-Growth)
₹11.9600
Last 1Y
+3.46%
Drawdown stories
The crashes you should know about — and how long the fund took to recover.
Feb 2025
-11.1%Peak ₹11.58 on 16 Dec 2024 → trough ₹10.30 on 28 Feb 2025 (2 months down).
Mar 2026 — ongoing
-10.9%Peak ₹12.15 on 2 Jan 2026 → trough ₹10.82 on 30 Mar 2026 (3 months down).
Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.
Available plans & options
- DirectGrowthHelios Balanced Advantage Fund- Direct Plan- Growth OptionINF0R8701145
- DirectIDCW ReinvestmentHelios Balanced Advantage Fund- Direct Plan-IDCW OptionINF0R8701152
- RegularGrowthHelios Balanced Advantage Fund- Regular Plan- Growth OptionINF0R8701111
- RegularIDCW ReinvestmentHelios Balanced Advantage Fund- Regular Plan-IDCW OptionINF0R8701129
Enrichment pending for this scheme
Detailed performance, risk and holdings data will appear within 30 days. Our enrichment cron processes new schemes monthly. The latest NAV from AMFI is already accurate above.
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