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 | +9.54 | 1.09 | 110.5% | 98.8% | 9.2% | 0.2% |
| 3 Years | +5.23 | 1.06 | 110.5% | 100.2% | 5.6% | 0.8% |
| 5 Years | +3.27 | 1.06 | 110.5% | 100.2% | 3.3% | 0.5% |
| 7 Years | +2.44 | 1.06 | 110.5% | 100.2% | 2.4% | 0.3% |
| 10 Years | +1.83 | 1.06 | 110.5% | 100.2% | 1.7% | 0.2% |
| 12 Years | +1.59 | 1.06 | 110.5% | 100.2% | 1.4% | 0.2% |
| 15 Years | +1.36 | 1.06 | 110.5% | 100.2% | 1.1% | 0.1% |