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EquityEquity - Other

The Wealth Company Ethical Fund Regular Growth

3Y Annualised

N/A

0.97% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.71%

0.97% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

NA

NIFTY 50

6 years 2 months

FD

9 years 7 months

Fund info

Fund size

₹33.71 Cr

Min. SIP amount

₹1000

Min. Lumpsum amount

₹1000

Exit load

0%

0.25% - If redeemed/switched out within 7 days from the date of allotment. Nil - if redeemed/switched out after 7 days from the date of allotment.

Risk Profile

Very High Risk

Fund Managers

About The Wealth Company Ethical Fund Regular Growth

The Wealth Company Ethical Fund Regular Growth is a Equity mutual fund scheme from Wealth Company Asset Management Holdings Private Limited. This fund has been in existence for 0 years, having been launched on 2025-10-14. The Wealth Company Ethical Fund Regular Growth has ₹33.71 Cr worth of assets under management (AUM) as of Sun Apr 12 2026. The latest Net Asset Value (NAV) of The Wealth Company Ethical Fund Regular Growth as of Fri Apr 10 2026 is ₹9.2956. The fund has an expense ratio of 2.25%, which is medium comparable to most other Equity funds.

The Wealth Company Ethical Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered -7.04% average annual returns.

The The Wealth Company Ethical Fund Regular Growth has the majority of its money invested in Technology, Industrials, Communication Services, Consumer Defensive, Basic Materials, Healthcare sectors.

Top 5 Holdings of The Wealth Company Ethical Fund Regular Growth.

  1. Infosys Ltd: 4.65%
  2. Cummins India Ltd: 4.46%
  3. Polycab India Ltd: 4.06%
  4. GE Vernova T&D India Ltd: 3.75%
  5. Indus Towers Ltd Ordinary Shares: 3.72%

AMC Information

NameWealth Company Asset Management Holdings Private Limited
Founding Date2025-10-14
Emailinvestorcare@wealthcompany.in
Phone1800 267 3454
Websitehttps://www.wealthcompanyamc.in/
AddressPantomath Nucleus House, Saki Vihar Road,Andheri (E), 400072, Mumbai, Maharashtra

Tax Implications of The Wealth Company Ethical Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from Wealth Company Asset Management Holdings Private Limited

Calculate Your Returns

Estimated Returns in 1 Years (Based on past 1Y returns)

₹0

Total Amount

₹0

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