Helios Financial Services 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 | +6.11 | 1.24 | 119.1% | 112.7% | -1.5% | -4.9% |
| 3 Years | +4.50 | 1.15 | 114.9% | 107.3% | 2.8% | -0.6% |
| 5 Years | +3.07 | 1.15 | 114.9% | 107.3% | 1.7% | -0.4% |
| 7 Years | +2.46 | 1.15 | 114.9% | 107.3% | 1.2% | -0.3% |
| 10 Years | +2.02 | 1.15 | 114.9% | 107.3% | 0.8% | -0.2% |
| 12 Years | +1.85 | 1.15 | 114.9% | 107.3% | 0.7% | -0.2% |
| 15 Years | +1.67 | 1.15 | 114.9% | 107.3% | 0.6% | -0.1% |