The Wealth Company Small Cap Fund-Reg(G)
EquityEquity - Small cap FundVery High
₹11.231724 Jul 2026
Chart
PlanNormal
Returns (6 months)NA
Expense ratio4.33%
Min Investment10,000
AUM87.8 Cr
Inception date25 Mar 2026
Return Calculator
₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns
Total Amount
Benchmark Returns
BENCHMARK: Nifty Smallcap 250 - TRI
Annualised returns
Holdings
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Instrument | Share % |
|---|---|
Domestic Equities | 2.64% |
Domestic Equities | 2.30% |
Domestic Equities | 2.25% |
Domestic Equities | 2.22% |
Domestic Equities | 2.20% |
Domestic Equities | 2.12% |
Domestic Equities | 2.11% |
Domestic Equities | 2.06% |
Domestic Equities | 2.05% |
Domestic Equities | 2.05% |
Domestic Equities | 1.97% |
Domestic Equities | 1.97% |
Domestic Equities | 1.96% |
Domestic Equities | 1.95% |
Domestic Equities | 1.95% |
Domestic Equities | 1.93% |
Domestic Equities | 1.91% |
Domestic Equities | 1.91% |
Domestic Equities | 1.90% |
Domestic Equities | 1.89% |
Domestic Equities | 1.84% |
Domestic Equities | 1.78% |
Domestic Equities | 1.74% |
Domestic Equities | 1.61% |
Domestic Equities | 1.59% |
Domestic Equities | 1.57% |
Domestic Equities | 1.57% |
Domestic Equities | 1.55% |
Domestic Equities | 1.55% |
Domestic Equities | 1.54% |
Domestic Equities | 1.54% |
Domestic Equities | 1.54% |
Domestic Equities | 1.50% |
Domestic Equities | 1.47% |
Domestic Equities | 1.45% |
Domestic Equities | 1.42% |
Domestic Equities | 1.41% |
Domestic Equities | 1.40% |
Domestic Equities | 1.39% |
Domestic Equities | 1.37% |
Domestic Equities | 1.37% |
Domestic Equities | 1.36% |
Domestic Equities | 1.35% |
Domestic Equities | 1.35% |
Domestic Equities | 1.35% |
Domestic Equities | 1.34% |
Domestic Equities | 1.32% |
Domestic Equities | 1.30% |
Domestic Equities | 1.29% |
Domestic Equities | 1.28% |
Domestic Equities | 1.23% |
Domestic Equities | 1.04% |
Domestic Equities | 0.95% |
Domestic Equities | 0.93% |
Domestic Equities | 0.92% |
Domestic Equities | 0.49% |
Risk Meter
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
AS
Aparna ShankerCS
Chinmay SatheLock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
1% on or before 1Y, Nil after 1Y
