Benchmark Comparison Data · vs NIFTY MIDCAP 150
Benchmark Comparison Data
vs NIFTY MIDCAP 150
The Wealth Company Mid Cap Fund Direct · Growth
Fund vs NIFTY MIDCAP 150
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 | +0.45 | 0.90 | 88.5% | 85.6% | -4.7% | -6.4% |
| 3 Years | -0.25 | 0.90 | 88.5% | 85.6% | -1.6% | -2.2% |
| 5 Years | -0.40 | 0.90 | 88.5% | 85.6% | -1.0% | -1.3% |
| 7 Years | -0.47 | 0.90 | 88.5% | 85.6% | -0.7% | -0.9% |
| 10 Years | -0.51 | 0.90 | 88.5% | 85.6% | -0.5% | -0.7% |
| 12 Years | -0.53 | 0.90 | 88.5% | 85.6% | -0.4% | -0.6% |
| 15 Years | -0.55 | 0.90 | 88.5% | 85.6% | -0.3% | -0.4% |