The Wealth Company Mutual Fund - Schemes, NAV & Returns
The Wealth Company Mutual Fund offers one of India's most trusted and diversified investment platforms, with 93 active schemes spanning Debt, Hybrid, Equity categories - making it a strong fit for retirement-focused investors at every stage of their ...
The Wealth Company Mutual Fund offers one of India's most trusted and diversified investment platforms, with 93 active schemes spanning Debt, Hybrid, Equity categories - making it a strong fit for retirement-focused investors at every stage of their journey. The The Wealth Company Liquid Fund Direct-Growth leads the fund house with the highest AUM at ₹484.05 Cr, a testament to the scale of investor confidence it commands. With an average expense ratio of 0.56% across all schemes, The Wealth Company Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
The Wealth Company Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Debt, Hybrid, Equity
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
The Wealth Company Mutual Fund
features a diverse lineup of
93
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
The Wealth Company Liquid Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹484.05 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
The Wealth Company Mutual Fund
based on historical returns include:
The Wealth Company Small Cap Fund Direct-Growth
: Delivered
5.75%
returns over a 3-month period.
The Wealth Company Liquid Fund Direct-Growth
: Achieved
3.43%
returns over a 6-month horizon.
Across the active lineup of
The Wealth Company Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
The Wealth Company Small Cap Fund Regular-Growth
features an expense ratio of
2.34%.
Lowest Expense Ratio:
The Wealth Company Liquid Fund Direct-Growth
offers a lower expense ratio of
0.08%.
