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 | +1.92 | 0.62 | 67.5% | 56.3% | 0.8% | -5.9% |
| 3 Years | -1.00 | 0.62 | 67.5% | 56.3% | 0.3% | -2.0% |
| 5 Years | -1.61 | 0.62 | 67.5% | 56.3% | 0.1% | -1.2% |
| 7 Years | -1.86 | 0.62 | 67.5% | 56.3% | 0.1% | -0.9% |
| 10 Years | -2.05 | 0.62 | 67.5% | 56.3% | 0.1% | -0.6% |
| 12 Years | -2.13 | 0.62 | 67.5% | 56.3% | 0.1% | -0.5% |
| 15 Years | -2.20 | 0.62 | 67.5% | 56.3% | 0.1% | -0.4% |