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 ₹546.11 ₹11.6
Star Rating ★★★★★ ★
Expense Ratio 0.78% 1.32%
AUM ₹107,295 Cr ₹288 Cr
1M Return -4.22% -3.01%
3M Return -3.6% -3.01%
6M Return +2.84% +5.74%
1Y Return -2.61% +0.09%
3Y CAGR +9.94% —
5Y CAGR +13.17% —
Risk Level — —
Fund Manager Srinivas Rao Ravuri Alok Bahl