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 | +13.31 | 1.13 | 116.0% | 98.9% | 6.9% | -4.9% |
| 3 Years | +8.15 | 1.08 | 109.5% | 97.9% | 13.9% | 5.8% |
| 5 Years | +4.91 | 1.08 | 109.5% | 97.9% | 8.1% | 3.5% |
| 7 Years | +3.61 | 1.08 | 109.5% | 97.9% | 5.7% | 2.5% |
| 10 Years | +2.65 | 1.08 | 109.5% | 97.9% | 4.0% | 1.7% |
| 12 Years | +2.30 | 1.08 | 109.5% | 97.9% | 3.3% | 1.4% |
| 15 Years | +1.93 | 1.08 | 109.5% | 97.9% | 2.6% | 1.1% |