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 | +8.62 | 0.97 | 98.7% | 89.5% | 13.3% | 4.6% |
| 3 Years | +2.48 | 0.92 | 93.7% | 88.1% | 9.1% | 6.6% |
| 5 Years | +1.23 | 0.92 | 93.7% | 88.1% | 5.4% | 3.9% |
| 7 Years | +0.70 | 0.92 | 93.7% | 88.1% | 3.8% | 2.8% |
| 10 Years | +0.33 | 0.92 | 93.7% | 88.1% | 2.6% | 1.9% |
| 12 Years | +0.18 | 0.92 | 93.7% | 88.1% | 2.2% | 1.6% |
| 15 Years | +0.04 | 0.92 | 93.7% | 88.1% | 1.8% | 1.3% |