Helios Large and Mid 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 | +16.39 | 1.12 | 116.8% | 97.7% | 12.1% | -3.1% |
| 3 Years | +5.98 | 1.08 | 113.4% | 100.8% | 5.2% | -0.3% |
| 5 Years | +3.77 | 1.08 | 113.4% | 100.8% | 3.1% | -0.2% |
| 7 Years | +2.82 | 1.08 | 113.4% | 100.8% | 2.2% | -0.1% |
| 10 Years | +2.13 | 1.08 | 113.4% | 100.8% | 1.5% | -0.1% |
| 12 Years | +1.86 | 1.08 | 113.4% | 100.8% | 1.3% | -0.1% |
| 15 Years | +1.60 | 1.08 | 113.4% | 100.8% | 1.0% | -0.1% |