Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
Helios Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | +6.51 | 0.93 | 97.8% | 90.8% | 10.6% | 4.0% |
| 3 Years | +1.78 | 0.93 | 97.8% | 90.8% | 3.4% | 1.3% |
| 5 Years | +0.87 | 0.93 | 97.8% | 90.8% | 2.0% | 0.8% |
| 7 Years | +0.49 | 0.93 | 97.8% | 90.8% | 1.4% | 0.6% |
| 10 Years | +0.21 | 0.93 | 97.8% | 90.8% | 1.0% | 0.4% |
| 12 Years | +0.11 | 0.93 | 97.8% | 90.8% | 0.8% | 0.3% |
| 15 Years | -0.00 | 0.93 | 97.8% | 90.8% | 0.7% | 0.3% |