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 | +4.71 | 1.22 | 118.7% | 112.8% | 4.5% | 1.0% |
| 3 Years | +4.61 | 1.15 | 115.4% | 107.0% | 4.4% | 0.7% |
| 5 Years | +3.14 | 1.15 | 115.4% | 107.0% | 2.6% | 0.4% |
| 7 Years | +2.52 | 1.15 | 115.4% | 107.0% | 1.9% | 0.3% |
| 10 Years | +2.05 | 1.15 | 115.4% | 107.0% | 1.3% | 0.2% |
| 12 Years | +1.87 | 1.15 | 115.4% | 107.0% | 1.1% | 0.2% |
| 15 Years | +1.69 | 1.15 | 115.4% | 107.0% | 0.9% | 0.1% |