InvestVerdict
The Wealth Company Small Cap Fund
Direct Plan · IDCW · Small Cap · Scheme code 154270
Fund houseThe Wealth Company Mutual Fund
CategorySmall Cap
Plan & optionDirect · IDCW
History0.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 4.82 | 9.87 | — | — | — | — | — | — | — |
| Nifty Smallcap 250 benchmark |
2.98 | 9.05 | 16.58 | 11.75 | 16.72 | — | — | — | 19.67 |
| Small Cap category median |
— | — | — | 11.91 | 18.31 | 17.79 | — | 17.70 | — |
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 | 12.6% | — | — | — | — | -5.3% | — |
| Nifty Smallcap 250 benchmark |
17.6% | 0.58 | 0.78 | — | — | -26.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.