InvestVerdict
The Wealth Company Multi Asset Allocation Fund
Regular Plan · Growth · Multi Asset Allocation · Scheme code 154002
Fund houseThe Wealth Company Mutual Fund
CategoryMulti Asset Allocation
Plan & optionRegular · Growth
History0.7 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 3.50 | 2.85 | 4.86 | — | — | — | — | — | — |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | — | — | — | 9.56 |
| Multi Asset Allocation category median |
— | — | — | 8.58 | 14.99 | 12.10 | — | 10.76 | — |
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% | — | — | — | — | -11.2% | — |
| Nifty 100 benchmark |
13.4% | 0.30 | 0.42 | — | — | -17.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.