NFO review: Helios Balanced Advantage Fund

[{"selector":"#anim-48d687f251bc168a621acb4182774c6b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b2f833bb718544f8df19982f12b82a83","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]

NFO period

[{"selector":"#anim-5b6b9fab5ad58523726a5d05f3c40f6b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-82ed768e0597e51bcf6d78b60d8c169b","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] The fund opened for subscription on March 11 and will carry on till March 20, 2024.

Investment objective

[{"selector":"#anim-1e33bce331945f3d96392390a570fc30","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-58bbefef0584d84b6286ac6212fdd321","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] It aims to benefit from the potential upside of equity and protect the downside via dynamic allocation to debt instruments and derivatives.

How will the fund invest?

[{"selector":"#anim-e26af3f3d084db7d31348a0ce436e734","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-19ef754826c0ed55b0932e0fc0e5a878","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] The fund allocation is as follows: Equity: 0-100%, Debt: 0-100%

Benchmark

[{"selector":"#anim-3e7f4b4170ea2e57f5f325ca74698e33","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1707dae6b93a5abe1fda02ac98cedeaa","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Helios Balanced Advantage Fund will be benchmarked against CRISIL Hybrid 50+50 – Moderate Total Return Index (TRI).

About the AMC

[{"selector":"#anim-2bade22b34a6a48a3c0106539219f4b4","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-37d3ad4fda1425026eba2f62607d0343","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Helios Mutual Fund is a relatively new entrant in the industry. Launched in 2005 by Samir Arora, it got its mutual fund licence in August 2023.

Who are the fund managers?

[{"selector":"#anim-778159f8eeb0e8d7da57337f4aef008a","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0224a80f48e29091c65730abf46af5ce","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Alok Bahl, Pratik Singh, Utsav Modi

Our take

[{"selector":"#anim-0821dfc9bc054c686a915400be269a91","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-15f56fe0f584d45695b412d926e8b331","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Within the dynamic asset allocation category, we favour funds that maintain their equity-debt allocation within a narrow range, offering investors predictability.

So, should you invest?

[{"selector":"#anim-dbefcf2709f7ff0ee35fdf281acc7d64","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c73392edac5f5d75df7193045be32155","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] If you are keen on investing in Helios Balanced Advantage Fund, we suggest you wait and see its performance before deciding to invest.

Thanks for Reading!

[{"selector":"#anim-39ed02bca5c2f246a2650201d482eeb7","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-65bfde21e40c3ec4c4aa34172447b062","keyframes":{"transform":["translate3d(-104.48548%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}]