The Wealth Company Mutual Fundimage

The Wealth Company Ethical Fund

EquitySectoral/ThematicGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (03 Nov 25)

9.99

AUM (in Cr)

-

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
The Wealth Company Ethical Fund
Sectoral/Thematic
2.80
5.20
10.95
5.25
20.40
23.35

Scheme Information

Investment Objective

The investment objective of the Scheme is to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.

Expense Ratio
-
Benchmark
-
AUM
-
Inception Date
24 Sep 2025
Turnover Ratio
-
Exit Load
1% - If redeemed/switched out within 30 days from the date of allotment. Nil - if redeemed/switched out after 30 days from the date of allotment.
Asset Class
Equity
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