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 | +12.13 | 1.10 | 115.5% | 100.3% | 12.6% | 1.0% |
| 3 Years | +3.88 | 1.08 | 112.5% | 104.0% | 3.6% | 0.2% |
| 5 Years | +2.54 | 1.08 | 112.5% | 104.0% | 2.1% | 0.1% |
| 7 Years | +1.96 | 1.08 | 112.5% | 104.0% | 1.5% | 0.1% |
| 10 Years | +1.53 | 1.08 | 112.5% | 104.0% | 1.1% | 0.1% |
| 12 Years | +1.36 | 1.08 | 112.5% | 104.0% | 0.9% | 0.1% |
| 15 Years | +1.20 | 1.08 | 112.5% | 104.0% | 0.7% | 0.0% |