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 | +2.75 | 0.92 | 96.5% | 92.7% | 10.1% | 7.5% |
| 3 Years | +0.52 | 0.92 | 96.5% | 92.7% | 3.3% | 2.4% |
| 5 Years | +0.10 | 0.92 | 96.5% | 92.7% | 1.9% | 1.4% |
| 7 Years | -0.08 | 0.92 | 96.5% | 92.7% | 1.4% | 1.0% |
| 10 Years | -0.21 | 0.92 | 96.5% | 92.7% | 1.0% | 0.7% |
| 12 Years | -0.26 | 0.92 | 96.5% | 92.7% | 0.8% | 0.6% |
| 15 Years | -0.31 | 0.92 | 96.5% | 92.7% | 0.7% | 0.5% |