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 | +6.83 | 1.25 | 123.5% | 115.0% | 0.9% | -3.4% |
| 3 Years | +6.02 | 1.16 | 117.4% | 107.5% | 5.6% | 0.5% |
| 5 Years | +3.98 | 1.16 | 117.4% | 107.5% | 3.3% | 0.3% |
| 7 Years | +3.13 | 1.16 | 117.4% | 107.5% | 2.4% | 0.2% |
| 10 Years | +2.50 | 1.16 | 117.4% | 107.5% | 1.6% | 0.1% |
| 12 Years | +2.25 | 1.16 | 117.4% | 107.5% | 1.4% | 0.1% |
| 15 Years | +2.01 | 1.16 | 117.4% | 107.5% | 1.1% | 0.1% |