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 | +12.10 | 0.66 | 78.1% | 53.5% | 9.6% | -7.2% |
| 3 Years | +2.49 | 0.66 | 78.1% | 53.5% | 3.1% | -2.5% |
| 5 Years | +0.58 | 0.66 | 78.1% | 53.5% | 1.9% | -1.5% |
| 7 Years | -0.22 | 0.66 | 78.1% | 53.5% | 1.3% | -1.1% |
| 10 Years | -0.83 | 0.66 | 78.1% | 53.5% | 0.9% | -0.7% |
| 12 Years | -1.06 | 0.66 | 78.1% | 53.5% | 0.8% | -0.6% |
| 15 Years | -1.30 | 0.66 | 78.1% | 53.5% | 0.6% | -0.5% |