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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 41 active schemes spanning Commodities, Hybrid, Equity categories - making it a strong fit for retirement-focused investors at every stage of... Read more
Highest AUM
₹564.12Cr.
Total Funds
41
Inception date
Since 2025
Latest Mutual Funds NAVs
The Wealth Company Mutual Fund FAQ'S
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 Commodities, 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 41 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 ₹564.12 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 7.74% returns over a 3-month period.
- The Wealth Company Multi Asset Allocation Fund Direct-Growth : Achieved 3.89% 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 Large & Mid Cap Fund Regular-Growth features an expense ratio of 5.12%.
- Lowest Expense Ratio: The Wealth Company Liquid Fund Direct-Growth offers a lower expense ratio of 0.10%.
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