The Wealth Company Multi Asset Allocation Fund
Direct · Growth ₹10.89
06 Jul 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.
NA
TER
Not enough data to compute SIP returns.
Not enough data to compute rolling returns.
-11.0%
Max Drawdown
2 mo
Drawdown Duration
Not recovered
Recovery Time
-2.9%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.22 | 0.66 | 77.4% | 55.9% | 6.8% | -6.9% |
| 3 Years | +1.61 | 0.66 | 77.4% | 55.9% | 2.2% | -2.4% |
| 5 Years | +0.08 | 0.66 | 77.4% | 55.9% | 1.3% | -1.4% |
| 7 Years | -0.56 | 0.66 | 77.4% | 55.9% | 0.9% | -1.0% |
| 10 Years | -1.05 | 0.66 | 77.4% | 55.9% | 0.7% | -0.7% |
| 12 Years | -1.24 | 0.66 | 77.4% | 55.9% | 0.6% | -0.6% |
| 15 Years | -1.43 | 0.66 | 77.4% | 55.9% | 0.4% | -0.5% |