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 | +5.45 | 0.77 | 80.1% | 70.7% | 2.6% | -5.6% |
| 3 Years | +1.38 | 0.70 | 71.8% | 65.9% | 4.3% | 1.3% |
| 5 Years | +0.03 | 0.70 | 71.8% | 65.9% | 2.5% | 0.8% |
| 7 Years | -0.55 | 0.70 | 71.8% | 65.9% | 1.8% | 0.6% |
| 10 Years | -0.98 | 0.70 | 71.8% | 65.9% | 1.3% | 0.4% |
| 12 Years | -1.14 | 0.70 | 71.8% | 65.9% | 1.1% | 0.3% |
| 15 Years | -1.30 | 0.70 | 71.8% | 65.9% | 0.8% | 0.3% |