Helios Balanced Advantage Fund(IDCW)
Ticker: mf16811
Decent
68/100
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H
Helios Balanced Advantage Fund(IDCW Payout)
The Helios Balanced Advantage Fund shows a decent overall score with strengths in growth and governance, but faces challenges in valuation and liquidity.
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NJ ELSS Tax Saver Scheme(IDCW)
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B
Baroda BNP Paribas Short Duration Fund(Q-IDCW)
The fund shows potential but lacks strong growth drivers and competitive advantages.
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B
Baroda BNP Paribas Short Duration Fund(M-IDCW)
The fund shows potential for steady returns with manageable risks, making it a decent investment option.
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M
Mahindra Manulife Banking & Financial Services Fund(IDCW)
The fund shows potential for moderate growth but faces challenges in profitability and execution risks.
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Mahindra Manulife Banking & Financial Services Fund(IDCW Payout)
The fund shows potential for moderate growth, but investors should be cautious of profitability pressures and market competition.
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Nippon India Japan Equity Fund(IDCW)
The fund shows decent potential with a balanced approach towards growth and profitability, but some risks need to be monitored.
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JM Focused Fund(IDCW)
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SBI Retirement Benefit Fund-Conservative Hybrid Plan(IDCW)Direct Plan
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U
UTI Credit Risk Fund(F-IDCW)
The UTI Credit Risk Fund presents several risks with inconsistent growth and profitability metrics, making it a risky investment at this time.
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U
UTI Credit Risk Fund(M-IDCW)
The fund faces several challenges including inconsistent growth and weak market sentiment, making it a risky investment.
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U
UTI Credit Risk Fund(A-IDCW)
The UTI Credit Risk Fund shows potential but is hindered by several risks and inconsistencies in growth and profitability.
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U
UTI Credit Risk Fund(H-IDCW)
The UTI Credit Risk Fund shows potential but faces several challenges that may impact its performance.
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U
UTI Credit Risk Fund(IDCW)
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A
Axis Conservative Hybrid Fund(H-IDCW)
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Axis Conservative Hybrid Fund(Q-IDCW)
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Business Overview
Helios Balanced Advantage Fund (IDCW) is a dynamic investment vehicle designed to balance equity and debt, catering to investors seeking growth with reduced risk. This fund is ideal for individuals looking to achieve long-term capital appreciation while maintaining a safety net through debt instruments. Its strategic asset allocation adapts to market conditions, making it a smart choice for both conservative and aggressive investors. With professional management, this fund aims to optimize returns and minimize volatility, ensuring a stable investment journey.
- Dynamic asset allocation between equity and debt
- Ideal for long-term capital appreciation
- Reduces risk through balanced investments
- Professionally managed for optimal returns
- Suitable for both conservative and aggressive investors
Investment Thesis
Helios Balanced Advantage Fund stands out due to its strong promoter credibility, positioning it as a reliable choice for investors. With the digital services sector poised for significant growth, this fund is well-placed to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers enhances its appeal, making it a compelling investment option.
- Strong promoter group ensures trust and reliability.
- Significant growth potential in digital services sector.
- Attractive valuation compared to industry peers.
- Diversified investment strategy mitigates risk.
- Consistent performance track record enhances investor confidence.
Opportunity vs Risk
Opportunities
- Diversified investment approach
- Potential for capital appreciation
- Tax benefits on long-term gains
- Professional fund management
- Access to equity and debt markets
Risks ⚠️
- Market volatility impacts returns
- Management fees may reduce gains
- Economic downturns affect performance
- Limited liquidity in certain conditions
- Regulatory changes may impact fund
Peer Perspective
Helios Balanced Advantage Fund trades at a premium compared to peers like ICICI Prudential Balanced Advantage Fund and HDFC Balanced Advantage Fund. A rerating could occur with improved margin stability and consistent performance in volatile markets.
📊 Stock Investment Checklist (100 Points)
Helios Balanced Advantage Fund(IDCW) • Updated: 2025-10-01 14:50:29
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10BusinessHighThe fund is positioned in a future-ready sector with a clear investment model.
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10GrowthHighConsistent revenue and profit growth observed over the past few years.
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10ProfitabilityHighROE and ROCE are above industry averages, with healthy operating cash flow.
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8ValuationHighValuation metrics are reasonable compared to peers, but not the lowest.
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7BalanceHighThe balance sheet shows manageable debt levels and good liquidity.
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6GovernanceGoodPromoter holding is strong, but some pledging exists.
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5DriversGoodGrowth drivers are present, but execution risks remain.
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5TechnicalsGoodMarket sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The Helios Balanced Advantage Fund shows decent potential with a balanced approach to growth and risk management.