THE WEALTH COMPANY ETHICAL 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 | +2.25 | 0.92 | 92.5% | 88.3% | -3.0% | -6.2% |
| 3 Years | +0.44 | 0.92 | 92.5% | 88.3% | -1.0% | -2.1% |
| 5 Years | +0.07 | 0.92 | 92.5% | 88.3% | -0.6% | -1.3% |
| 7 Years | -0.10 | 0.92 | 92.5% | 88.3% | -0.4% | -0.9% |
| 10 Years | -0.21 | 0.92 | 92.5% | 88.3% | -0.3% | -0.6% |
| 12 Years | -0.27 | 0.92 | 92.5% | 88.3% | -0.3% | -0.5% |
| 15 Years | -0.31 | 0.92 | 92.5% | 88.3% | -0.2% | -0.4% |