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 | +1.29 | 0.92 | 96.5% | 93.7% | 3.4% | 1.7% |
| 3 Years | +0.05 | 0.92 | 96.5% | 93.7% | 1.1% | 0.6% |
| 5 Years | -0.19 | 0.92 | 96.5% | 93.7% | 0.7% | 0.3% |
| 7 Years | -0.29 | 0.92 | 96.5% | 93.7% | 0.5% | 0.2% |
| 10 Years | -0.37 | 0.92 | 96.5% | 93.7% | 0.3% | 0.2% |
| 12 Years | -0.39 | 0.92 | 96.5% | 93.7% | 0.3% | 0.1% |
| 15 Years | -0.43 | 0.92 | 96.5% | 93.7% | 0.2% | 0.1% |