Helios Flexi Cap 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 | +10.61 | 1.07 | 108.9% | 95.7% | -2.2% | -11.4% |
| 3 Years | +9.63 | 1.06 | 108.0% | 95.8% | 14.6% | 5.0% |
| 5 Years | +5.72 | 1.06 | 108.0% | 95.8% | 8.5% | 3.0% |
| 7 Years | +4.13 | 1.06 | 108.0% | 95.8% | 6.0% | 2.1% |
| 10 Years | +2.98 | 1.06 | 108.0% | 95.8% | 4.2% | 1.5% |
| 12 Years | +2.54 | 1.06 | 108.0% | 95.8% | 3.5% | 1.2% |
| 15 Years | +2.10 | 1.06 | 108.0% | 95.8% | 2.8% | 1.0% |