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 | -1.95 | 0.66 | 70.3% | 87.0% | 10.6% | 15.6% |
| 3 Years | -2.06 | 0.66 | 70.3% | 87.0% | 3.4% | 5.0% |
| 5 Years | -2.10 | 0.66 | 70.3% | 87.0% | 2.0% | 3.0% |
| 7 Years | -2.13 | 0.66 | 70.3% | 87.0% | 1.4% | 2.1% |
| 10 Years | -2.14 | 0.66 | 70.3% | 87.0% | 1.0% | 1.5% |
| 12 Years | -2.15 | 0.66 | 70.3% | 87.0% | 0.8% | 1.2% |
| 15 Years | -2.16 | 0.66 | 70.3% | 87.0% | 0.7% | 1.0% |