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 | +12.25 | 1.09 | 111.0% | 95.7% | 8.5% | -2.9% |
| 3 Years | +6.24 | 1.06 | 111.2% | 98.8% | 5.8% | -0.1% |
| 5 Years | +3.86 | 1.06 | 111.2% | 98.8% | 3.4% | -0.1% |
| 7 Years | +2.86 | 1.06 | 111.2% | 98.8% | 2.4% | -0.0% |
| 10 Years | +2.11 | 1.06 | 111.2% | 98.8% | 1.7% | -0.0% |
| 12 Years | +1.83 | 1.06 | 111.2% | 98.8% | 1.4% | -0.0% |
| 15 Years | +1.54 | 1.06 | 111.2% | 98.8% | 1.1% | -0.0% |