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 | +6.16 | 0.91 | 97.3% | 89.9% | 15.3% | 9.4% |
| 3 Years | +1.52 | 0.91 | 97.3% | 89.9% | 4.9% | 3.0% |
| 5 Years | +0.68 | 0.91 | 97.3% | 89.9% | 2.9% | 1.8% |
| 7 Years | +0.32 | 0.91 | 97.3% | 89.9% | 2.1% | 1.3% |
| 10 Years | +0.05 | 0.91 | 97.3% | 89.9% | 1.4% | 0.9% |
| 12 Years | -0.06 | 0.91 | 97.3% | 89.9% | 1.2% | 0.8% |
| 15 Years | -0.16 | 0.91 | 97.3% | 89.9% | 0.9% | 0.6% |