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 | +4.99 | 0.77 | 79.0% | 70.2% | 3.9% | -3.4% |
| 3 Years | +1.94 | 0.70 | 72.3% | 65.9% | 5.7% | 2.6% |
| 5 Years | +0.35 | 0.70 | 72.3% | 65.9% | 3.4% | 1.5% |
| 7 Years | -0.32 | 0.70 | 72.3% | 65.9% | 2.4% | 1.1% |
| 10 Years | -0.82 | 0.70 | 72.3% | 65.9% | 1.7% | 0.8% |
| 12 Years | -1.01 | 0.70 | 72.3% | 65.9% | 1.4% | 0.6% |
| 15 Years | -1.20 | 0.70 | 72.3% | 65.9% | 1.1% | 0.5% |