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 | +5.16 | 0.95 | 93.6% | 88.3% | 15.8% | 10.9% |
| 3 Years | +1.24 | 0.92 | 91.9% | 88.8% | 7.4% | 6.2% |
| 5 Years | +0.50 | 0.92 | 91.9% | 88.8% | 4.4% | 3.6% |
| 7 Years | +0.19 | 0.92 | 91.9% | 88.8% | 3.1% | 2.6% |
| 10 Years | -0.03 | 0.92 | 91.9% | 88.8% | 2.2% | 1.8% |
| 12 Years | -0.12 | 0.92 | 91.9% | 88.8% | 1.8% | 1.5% |
| 15 Years | -0.20 | 0.92 | 91.9% | 88.8% | 1.4% | 1.2% |