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 | -2.12 | 0.58 | 60.2% | 59.8% | -0.6% | -2.1% |
| 3 Years | -2.51 | 0.58 | 60.2% | 59.8% | -0.2% | -0.7% |
| 5 Years | -2.59 | 0.58 | 60.2% | 59.8% | -0.1% | -0.4% |
| 7 Years | -2.63 | 0.58 | 60.2% | 59.8% | -0.1% | -0.3% |
| 10 Years | -2.65 | 0.58 | 60.2% | 59.8% | -0.1% | -0.2% |
| 12 Years | -2.66 | 0.58 | 60.2% | 59.8% | -0.1% | -0.2% |
| 15 Years | -2.67 | 0.58 | 60.2% | 59.8% | -0.0% | -0.1% |