Funds similar to Helios Balanced Advantage Fund Direct-Growth in the Hybrid: Dynamic Asset Allocation category include HDFC Balanced Advantage Fund Direct-Growth, ICICI Prudential Balanced Advantage Direct-Growth, and SBI Balanced Advantage Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

The category rank of Helios Balanced Advantage Fund Direct-Growth is shown in the Trailing Returns section above.

Helios Balanced Advantage Fund Direct-Growth has an expense ratio of 1.30%. The peers HDFC Balanced Advantage Fund Direct-Growth has an expense ratio of 0.78% and ICICI Prudential Balanced Advantage Direct-Growth has 1.04%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Helios Balanced Advantage Fund Direct-Growth has an AUM of ₹288.35 crore. The peers HDFC Balanced Advantage Fund Direct-Growth has an AUM of ₹1,07,296 crore and ICICI Prudential Balanced Advantage Direct-Growth has ₹75,399.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Dynamic Asset Allocation category on a 3-year basis is Quant Dynamic Asset Allocation Fund Direct-Growth with a CAGR of 13.56% as of 17 Sep 2026. Helios Balanced Advantage Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

The Sharpe ratio of Helios Balanced Advantage Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.