Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
Helios Mid Cap Fund Direct · Growth
Fund vs NIFTY MIDCAP 150
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 | +8.99 | 0.98 | 101.4% | 92.2% | 14.0% | 5.0% |
| 3 Years | +3.81 | 0.93 | 96.0% | 88.4% | 11.6% | 7.8% |
| 5 Years | +2.01 | 0.93 | 96.0% | 88.4% | 6.8% | 4.6% |
| 7 Years | +1.27 | 0.93 | 96.0% | 88.4% | 4.8% | 3.3% |
| 10 Years | +0.73 | 0.93 | 96.0% | 88.4% | 3.3% | 2.3% |
| 12 Years | +0.53 | 0.93 | 96.0% | 88.4% | 2.8% | 1.9% |
| 15 Years | +0.32 | 0.93 | 96.0% | 88.4% | 2.2% | 1.5% |