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 | +11.36 | 0.67 | 82.6% | 51.4% | 6.7% | -10.2% |
| 3 Years | +2.38 | 0.67 | 82.6% | 51.4% | 2.2% | -3.5% |
| 5 Years | +0.58 | 0.67 | 82.6% | 51.4% | 1.3% | -2.1% |
| 7 Years | -0.19 | 0.67 | 82.6% | 51.4% | 0.9% | -1.5% |
| 10 Years | -0.78 | 0.67 | 82.6% | 51.4% | 0.7% | -1.1% |
| 12 Years | -1.01 | 0.67 | 82.6% | 51.4% | 0.5% | -0.9% |
| 15 Years | -1.24 | 0.67 | 82.6% | 51.4% | 0.4% | -0.7% |