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 | +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% |