The Wealth Company Multi Asset Allocation Fund
Direct · Growth ₹10.62
19 Oct 2026
NAV
—
Sharpe
-11.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.40%
TER
Not enough data to compute SIP returns.
Not enough data to compute rolling returns.
-11.0%
Max Drawdown
2 mo
Drawdown Duration
5 mo
Recovery Time
-2.6%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +11.12 | 0.64 | 73.8% | 54.3% | 5.7% | -12.1% |
| 3 Years | +2.23 | 0.64 | 73.8% | 54.3% | 1.9% | -4.2% |
| 5 Years | +0.42 | 0.64 | 73.8% | 54.3% | 1.1% | -2.5% |
| 7 Years | -0.36 | 0.64 | 73.8% | 54.3% | 0.8% | -1.8% |
| 10 Years | -0.95 | 0.64 | 73.8% | 54.3% | 0.6% | -1.3% |
| 12 Years | -1.19 | 0.64 | 73.8% | 54.3% | 0.5% | -1.1% |
| 15 Years | -1.42 | 0.64 | 73.8% | 54.3% | 0.4% | -0.8% |