The Wealth Company Multi Asset Allocation 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 | +7.84 | 0.68 | 81.9% | 52.9% | 5.5% | -6.4% |
| 3 Years | +1.23 | 0.68 | 81.9% | 52.9% | 1.8% | -2.2% |
| 5 Years | -0.09 | 0.68 | 81.9% | 52.9% | 1.1% | -1.3% |
| 7 Years | -0.65 | 0.68 | 81.9% | 52.9% | 0.8% | -0.9% |
| 10 Years | -1.07 | 0.68 | 81.9% | 52.9% | 0.5% | -0.7% |
| 12 Years | -1.24 | 0.68 | 81.9% | 52.9% | 0.5% | -0.6% |
| 15 Years | -1.40 | 0.68 | 81.9% | 52.9% | 0.4% | -0.4% |