Benchmark Comparison Data · vs NIFTY SMALLCAP 250
Benchmark Comparison Data
vs NIFTY SMALLCAP 250
The Wealth Company Small Cap Fund Direct · Growth
Fund vs NIFTY SMALLCAP 250
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 | -2.12 | 0.70 | 72.4% | 81.7% | 15.4% | 22.2% |
| 3 Years | -1.89 | 0.70 | 72.4% | 81.7% | 4.9% | 6.9% |
| 5 Years | -1.89 | 0.70 | 72.4% | 81.7% | 2.9% | 4.1% |
| 7 Years | -1.90 | 0.70 | 72.4% | 81.7% | 2.1% | 2.9% |
| 10 Years | -1.90 | 0.70 | 72.4% | 81.7% | 1.4% | 2.0% |
| 12 Years | -1.92 | 0.70 | 72.4% | 81.7% | 1.2% | 1.7% |
| 15 Years | -1.92 | 0.70 | 72.4% | 81.7% | 1.0% | 1.4% |