InvestVerdict
The Wealth Company Multi Asset Allocation Fund
Direct Plan · Growth · Multi Asset Allocation · Scheme code 153999
Fund houseThe Wealth Company Mutual Fund
CategoryMulti Asset Allocation
Plan & optionDirect · Growth
History0.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.63 | 3.26 | 5.71 | — | — | — | — | — | — |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Multi Asset Allocation category median |
— | — | — | 10.68 | 16.29 | 14.23 | — | 12.25 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 13.4% | — | — | — | — | -11.0% | — |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.