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 | -2.97 | 0.83 | 79.2% | 87.3% | -5.1% | -3.8% |
| 3 Years | -1.74 | 0.83 | 79.2% | 87.3% | -1.7% | -1.3% |
| 5 Years | -1.48 | 0.83 | 79.2% | 87.3% | -1.0% | -0.8% |
| 7 Years | -1.38 | 0.83 | 79.2% | 87.3% | -0.7% | -0.6% |
| 10 Years | -1.30 | 0.83 | 79.2% | 87.3% | -0.5% | -0.4% |
| 12 Years | -1.26 | 0.83 | 79.2% | 87.3% | -0.4% | -0.3% |
| 15 Years | -1.24 | 0.83 | 79.2% | 87.3% | -0.3% | -0.3% |