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 | +6.16 | 1.00 | 101.9% | 95.0% | 6.0% | -0.2% |
| 3 Years | +4.67 | 0.94 | 97.3% | 88.9% | 10.4% | 5.7% |
| 5 Years | +2.54 | 0.94 | 97.3% | 88.9% | 6.1% | 3.4% |
| 7 Years | +1.67 | 0.94 | 97.3% | 88.9% | 4.3% | 2.4% |
| 10 Years | +1.04 | 0.94 | 97.3% | 88.9% | 3.0% | 1.7% |
| 12 Years | +0.80 | 0.94 | 97.3% | 88.9% | 2.5% | 1.4% |
| 15 Years | +0.55 | 0.94 | 97.3% | 88.9% | 2.0% | 1.1% |