Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Helios Balanced Advantage Fund - Direct Plan - Growth
3Y ago—
5Y ago—
hybridDirect
Nippon India Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.39 L
5Y ago₹1.63 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Balanced Advantage Fund … | Nippon India Balanced Advantage… |
|---|---|---|
| Fund house | Helios Mutual Fund | Nippon India Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Plan | Direct | Direct |
| Latest NAV | ₹11.96 | ₹211.5447 |
| Assets managed (AUM) | — | — |
| 1M return | -0.33% | 0.14% |
| 6M return | 3.46% | 2.97% |
| 1Y return | 5.10% | 6.14% |
| 3Y CAGR | — | 11.56% |
| 5Y CAGR | — | 10.22% |
| Since inception CAGR | 7.10% | 11.89% |
| Bumpiness · 3Y (annualised σ) | 10.59 | 7.92 |
| Worst drop ever | -11.05% | -22.79% |
| Sharpe · 3Y (rf=6%) | 0.09 | 0.66 |