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 | -0.69 | 0.78 | 81.5% | 85.9% | 16.0% | 19.5% |
| 3 Years | -1.14 | 0.78 | 81.5% | 85.9% | 5.1% | 6.1% |
| 5 Years | -1.25 | 0.78 | 81.5% | 85.9% | 3.0% | 3.6% |
| 7 Years | -1.30 | 0.78 | 81.5% | 85.9% | 2.1% | 2.6% |
| 10 Years | -1.34 | 0.78 | 81.5% | 85.9% | 1.5% | 1.8% |
| 12 Years | -1.36 | 0.78 | 81.5% | 85.9% | 1.2% | 1.5% |
| 15 Years | -1.37 | 0.78 | 81.5% | 85.9% | 1.0% | 1.2% |