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 | +0.78 | 0.72 | 79.8% | 83.8% | 20.2% | 24.4% |
| 3 Years | -0.95 | 0.72 | 79.8% | 83.8% | 6.3% | 7.5% |
| 5 Years | -1.29 | 0.72 | 79.8% | 83.8% | 3.7% | 4.5% |
| 7 Years | -1.44 | 0.72 | 79.8% | 83.8% | 2.7% | 3.2% |
| 10 Years | -1.56 | 0.72 | 79.8% | 83.8% | 1.9% | 2.2% |
| 12 Years | -1.60 | 0.72 | 79.8% | 83.8% | 1.5% | 1.8% |
| 15 Years | -1.65 | 0.72 | 79.8% | 83.8% | 1.2% | 1.5% |