The Wealth Company Multi Cap Fund
Regular Plan · Growth · Multi Cap · Scheme code 154664
Fund houseThe Wealth Company Mutual Fund
CategoryMulti Cap
Plan & optionRegular · Growth
History0.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 5.35 | — | — | — | — | — | — | — | — |
| NIFTY 500 Multicap 50:25:25 TRI benchmark |
-6.01 | -5.07 | 8.14 | -1.49 | 10.57 | 10.78 | 17.02 | 13.71 | 15.91 |
| Multi Cap category median |
— | — | — | 5.03 | 14.22 | 11.59 | — | 14.08 | — |
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 | — | — | — | — | — | -7.3% | — |
| NIFTY 500 Multicap 50:25:25 TRI benchmark |
16.7% | 0.24 | 0.37 | — | — | -41.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 0 | — | — | — | — |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.