The Wealth Company Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
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 | +1.97 | 0.60 | 68.1% | 52.4% | 0.5% | -6.9% |
| 3 Years | -1.04 | 0.60 | 68.1% | 52.4% | 0.1% | -2.3% |
| 5 Years | -1.66 | 0.60 | 68.1% | 52.4% | 0.1% | -1.4% |
| 7 Years | -1.93 | 0.60 | 68.1% | 52.4% | 0.1% | -1.0% |
| 10 Years | -2.12 | 0.60 | 68.1% | 52.4% | 0.1% | -0.7% |
| 12 Years | -2.20 | 0.60 | 68.1% | 52.4% | 0.0% | -0.6% |
| 15 Years | -2.29 | 0.60 | 68.1% | 52.4% | 0.0% | -0.5% |