HDFC Balanced Advantage Fund - Growth Plan vs Helios Balanced Advantage Fund- Direct Plan- Growth Option

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HDFC Mutual Fund

HDFC Balanced Advantage Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Helios Mutual Fund

Helios Balanced Advantage Fund- Direct Plan- Growth Option

Helios Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric HDFC Balanced Advantag... Helios Balanced Advant...
NAV ₹524.55 ₹12.03
Star Rating ★★★★★ ★★★
Expense Ratio 0.77% 1.38%
AUM ₹104,016 Cr ₹290 Cr
1M Return +3.06% +3.14%
3M Return +1.76% +3.5%
6M Return -2.57% -1.34%
1Y Return -0.68% +2.16%
3Y CAGR +14.03%
5Y CAGR +15.62%
Risk Level
Fund Manager Srinivas Rao Ravuri Alok Bahl
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