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 | +10.15 | 1.08 | 111.0% | 97.5% | -2.1% | -10.9% |
| 3 Years | +5.80 | 1.05 | 109.3% | 98.6% | 3.8% | -1.6% |
| 5 Years | +3.61 | 1.05 | 109.3% | 98.6% | 2.2% | -1.0% |
| 7 Years | +2.66 | 1.05 | 109.3% | 98.6% | 1.6% | -0.7% |
| 10 Years | +1.96 | 1.05 | 109.3% | 98.6% | 1.1% | -0.5% |
| 12 Years | +1.70 | 1.05 | 109.3% | 98.6% | 0.9% | -0.4% |
| 15 Years | +1.43 | 1.05 | 109.3% | 98.6% | 0.7% | -0.3% |