What factors should I consider when comparing Helios Flexi Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)?

When comparing Helios Flexi Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Can I invest in Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) simultaneously?

Yes, you can invest in both Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

What does the portfolio turnover ratio tell us when comparing Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G)?

While comparing Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Can I switch between Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) if needed?

Yes, you can typically switch between Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Can I compare Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) based on their dividend payout?

Yes, you can compare Helios Flexi Cap Fund - Direct (G) and Tata Balanced Advantage Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Compare Helios Flexi Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G) Online

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Helios Flexi Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

7.29%

Tata Balanced Advantage Fund - Direct (G)

4.66%

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About Fund

Custodian

Registrar

Custodian

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

Registrar

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

7577.33

Expense Ratio

NAV

15.82

Launch Date

October 23, 2023

Exit Load

Risk

Moderately High Risk

Min SIP Amount

5000

Fund Size

8834.19

Expense Ratio

1.77

NAV

23.6652

Launch Date

January 9, 2019

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

7577.33

Expense Ratio

NAV

15.82

Launch Date

October 23, 2023

Exit Load

Risk

Moderately High Risk

Min SIP Amount

5000

Fund Size

8834.19

Expense Ratio

1.77

NAV

23.6652

Launch Date

January 9, 2019

Exit Load

7.29 %

10.39 %

9.83 %

4.66 %

Fund Manager

Alok Bahi

Qualification

Undergraduate degree in Commerce from Punjab University, Chandigarh, Post Graduate Diploma in Financial Management from K.C. College of Management Post Graduate Certificate in Business Management from XLRI Jamshedpur.

Experience

Over 32 years of experience: Mr. Alok has been associated with Helios Group since 2005. Prior to joining Helios Capital Asset Management (India) Private Limited in April 2023 as CIO, he was a senior member of the investments team at Helios Capital Management Pte. Ltd., Sin-gapore for 18 years. Prior to joining Helios Group, Alok worked in India with various sell side firms in sales for over 14 years.

Fund Manager

Rahul Singh

Qualification

B.SC Economic Hons. and hold a PGDM FROM IIM-A.

Experience

Mr. Singh is a B.Sc Economic Hons.and holds a PGDM from IIM-A.Prior to joining LIC Nomura Mutual Fund , he has worked with BOI AXA Investment Managers(August 2009-August 2015) , ING Investment Management (May 2008- August 2009) Standard Chartered Bank (intern)( April 2007- May 2007) and Ashika Capital ( Jan 2004 - April 2006).

Fund Manager

RahulSingh

Qualification

B.Tech, PGDBM

Experience

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

Helios Flexi Cap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

Helios Flexi Cap Fund - Direct (G)

7.29%

Tata Balanced Advantage Fund - Direct (G)

4.66%

About Fund

Fund Details

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