Helios Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.74 | 0.75 | 78.5% | 72.8% | 5.1% | 1.0% |
| 3 Years | +0.83 | 0.70 | 71.7% | 66.5% | 4.7% | 2.8% |
| 5 Years | -0.31 | 0.70 | 71.7% | 66.5% | 2.8% | 1.6% |
| 7 Years | -0.79 | 0.70 | 71.7% | 66.5% | 2.0% | 1.2% |
| 10 Years | -1.15 | 0.70 | 71.7% | 66.5% | 1.4% | 0.8% |
| 12 Years | -1.28 | 0.70 | 71.7% | 66.5% | 1.2% | 0.7% |
| 15 Years | -1.41 | 0.70 | 71.7% | 66.5% | 0.9% | 0.5% |