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 | +4.71 | 0.95 | 96.2% | 86.9% | -4.1% | -9.6% |
| 3 Years | +1.44 | 0.95 | 96.2% | 86.9% | -1.4% | -3.3% |
| 5 Years | +0.73 | 0.95 | 96.2% | 86.9% | -0.8% | -2.0% |
| 7 Years | +0.44 | 0.95 | 96.2% | 86.9% | -0.6% | -1.4% |
| 10 Years | +0.21 | 0.95 | 96.2% | 86.9% | -0.4% | -1.0% |
| 12 Years | +0.13 | 0.95 | 96.2% | 86.9% | -0.3% | -0.8% |
| 15 Years | +0.03 | 0.95 | 96.2% | 86.9% | -0.3% | -0.7% |