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 | +7.02 | 0.99 | 100.8% | 93.4% | 16.8% | 9.9% |
| 3 Years | +4.15 | 0.93 | 96.3% | 88.2% | 12.3% | 8.3% |
| 5 Years | +2.20 | 0.93 | 96.3% | 88.2% | 7.2% | 4.9% |
| 7 Years | +1.40 | 0.93 | 96.3% | 88.2% | 5.1% | 3.5% |
| 10 Years | +0.83 | 0.93 | 96.3% | 88.2% | 3.5% | 2.4% |
| 12 Years | +0.60 | 0.93 | 96.3% | 88.2% | 2.9% | 2.0% |
| 15 Years | +0.39 | 0.93 | 96.3% | 88.2% | 2.4% | 1.6% |