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 | -1.38 | 0.70 | 72.9% | 70.0% | 2.1% | 2.2% |
| 3 Years | -1.75 | 0.70 | 72.9% | 70.0% | 0.7% | 0.7% |
| 5 Years | -1.83 | 0.70 | 72.9% | 70.0% | 0.4% | 0.4% |
| 7 Years | -1.86 | 0.70 | 72.9% | 70.0% | 0.3% | 0.3% |
| 10 Years | -1.89 | 0.70 | 72.9% | 70.0% | 0.2% | 0.2% |
| 12 Years | -1.90 | 0.70 | 72.9% | 70.0% | 0.2% | 0.2% |
| 15 Years | -1.91 | 0.70 | 72.9% | 70.0% | 0.1% | 0.1% |