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 | +1.44 | 0.97 | 97.6% | 94.4% | -3.9% | -5.7% |
| 3 Years | +0.37 | 0.97 | 97.6% | 94.4% | -1.3% | -1.9% |
| 5 Years | +0.14 | 0.97 | 97.6% | 94.4% | -0.8% | -1.2% |
| 7 Years | +0.05 | 0.97 | 97.6% | 94.4% | -0.6% | -0.8% |
| 10 Years | -0.02 | 0.97 | 97.6% | 94.4% | -0.4% | -0.6% |
| 12 Years | -0.05 | 0.97 | 97.6% | 94.4% | -0.3% | -0.5% |
| 15 Years | -0.09 | 0.97 | 97.6% | 94.4% | -0.3% | -0.4% |