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 | +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% |