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 | +1.86 | 0.60 | 65.9% | 56.9% | 2.1% | -3.9% |
| 3 Years | -1.09 | 0.60 | 65.9% | 56.9% | 0.7% | -1.3% |
| 5 Years | -1.67 | 0.60 | 65.9% | 56.9% | 0.4% | -0.8% |
| 7 Years | -1.93 | 0.60 | 65.9% | 56.9% | 0.3% | -0.6% |
| 10 Years | -2.13 | 0.60 | 65.9% | 56.9% | 0.2% | -0.4% |
| 12 Years | -2.20 | 0.60 | 65.9% | 56.9% | 0.2% | -0.3% |
| 15 Years | -2.26 | 0.60 | 65.9% | 56.9% | 0.1% | -0.3% |