The Wealth Company Large and Mid Cap 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 | +1.28 | 0.69 | 83.0% | 57.9% | 4.2% | 1.3% |
| 3 Years | -0.91 | 0.69 | 83.0% | 57.9% | 1.4% | 0.4% |
| 5 Years | -1.34 | 0.69 | 83.0% | 57.9% | 0.8% | 0.3% |
| 7 Years | -1.54 | 0.69 | 83.0% | 57.9% | 0.6% | 0.2% |
| 10 Years | -1.67 | 0.69 | 83.0% | 57.9% | 0.4% | 0.1% |
| 12 Years | -1.72 | 0.69 | 83.0% | 57.9% | 0.3% | 0.1% |
| 15 Years | -1.78 | 0.69 | 83.0% | 57.9% | 0.3% | 0.1% |