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 | +5.56 | 0.92 | 94.3% | 85.2% | 0.1% | -6.5% |
| 3 Years | +1.55 | 0.92 | 94.3% | 85.2% | 0.0% | -2.2% |
| 5 Years | +0.72 | 0.92 | 94.3% | 85.2% | 0.0% | -1.3% |
| 7 Years | +0.36 | 0.92 | 94.3% | 85.2% | 0.0% | -1.0% |
| 10 Years | +0.10 | 0.92 | 94.3% | 85.2% | 0.0% | -0.7% |
| 12 Years | -0.01 | 0.92 | 94.3% | 85.2% | 0.0% | -0.6% |
| 15 Years | -0.11 | 0.92 | 94.3% | 85.2% | 0.0% | -0.5% |