The Wealth Company Small Cap Fund Regular Growth
3Y Annualised
N/A
0.59% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.27%
0.59% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
8 years 11 months
9 years 7 months
Fund info
Fund size
₹105.85 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹10000
Exit load
0%
1.00% - if Units are redeemed/ switched-out within 1 year from the date of allotment. No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Smallcap Fund Institutional Growth
2nd
HSBC Small Cap Equity Fund Direct Growth
3rd
HSBC Small Cap Equity Fund Direct Payout of Income Distribution cum Capital Withdrawal option
4th
HSBC Small Cap Equity Fund - IDCW Direct
5th
HSBC Small Cap Equity Fund Payout of Income Distribution cum Capital Withdrawal option
138th
The Wealth Company Small Cap Fund Regular Growth
Fund Managers
About The Wealth Company Small Cap Fund Regular Growth
The Wealth Company Small Cap 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 2026-03-25. The Wealth Company Small Cap Fund Regular Growth has ₹105.85 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of The Wealth Company Small Cap Fund Regular Growth as of Thu Sep 03 2026 is ₹11.842. The fund has an expense ratio of 2.1%, which is medium comparable to most other Equity funds.
The Wealth Company Small Cap Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 18.42% average annual returns.
The The Wealth Company Small Cap Fund Regular Growth has the majority of its money invested in Consumer Cyclical, Healthcare, Financial Services, Consumer Defensive, Basic Materials, Industrials sectors.
Top 5 Holdings of The Wealth Company Small Cap Fund Regular Growth.
- Ethos Ltd: 2.70%
- Ather Energy Ltd: 2.61%
- Jupiter Life Line Hospitals Ltd: 2.56%
- Billionbrains Garage Ventures Ltd: 2.54%
- Cupid Ltd: 2.29%
AMC Information
| Name | Wealth Company Asset Management Holdings Private Limited |
|---|---|
| Founding Date | 2026-03-25 |
| investorcare@wealthcompany.in | |
| Phone | 1800 267 3454 |
| Website | https://www.wealthcompanyamc.in/ |
| Address | Pantomath Nucleus House, Saki Vihar Road,Andheri (E), 400072, Mumbai, Maharashtra |
Tax Implications of The Wealth Company Small Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
