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 | -2.86 | 0.93 | 93.0% | 98.1% | -4.6% | -2.3% |
| 3 Years | -1.28 | 0.93 | 93.0% | 98.1% | -1.6% | -0.8% |
| 5 Years | -0.95 | 0.93 | 93.0% | 98.1% | -0.9% | -0.5% |
| 7 Years | -0.81 | 0.93 | 93.0% | 98.1% | -0.7% | -0.3% |
| 10 Years | -0.71 | 0.93 | 93.0% | 98.1% | -0.5% | -0.2% |
| 12 Years | -0.66 | 0.93 | 93.0% | 98.1% | -0.4% | -0.2% |
| 15 Years | -0.62 | 0.93 | 93.0% | 98.1% | -0.3% | -0.2% |