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 | +12.80 | 1.12 | 115.0% | 98.5% | 8.2% | -3.4% |
| 3 Years | +9.34 | 1.07 | 109.4% | 96.8% | 16.4% | 7.0% |
| 5 Years | +5.56 | 1.07 | 109.4% | 96.8% | 9.6% | 4.2% |
| 7 Years | +4.03 | 1.07 | 109.4% | 96.8% | 6.7% | 3.0% |
| 10 Years | +2.94 | 1.07 | 109.4% | 96.8% | 4.7% | 2.1% |
| 12 Years | +2.51 | 1.07 | 109.4% | 96.8% | 3.9% | 1.7% |
| 15 Years | +2.10 | 1.07 | 109.4% | 96.8% | 3.1% | 1.4% |