The Wealth Company Ethical Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹1,000

The Wealth Company Ethical Growth Direct Plan

NAV
₹9.7342
-0.52%
(9 Jan)
AUM
40 Cr
TER
0.8%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+19.4%
+13.7%
+12.6%
+5.8%
NA
3Y
+31.2%
+30.6%
+29.7%
+32.0%
NA
5Y
NA
+28.1%
+29.4%
+23.2%
NA
ALL
+28.0%
+16.9%
+12.2%
+18.1%
-2.7%
VOL
14.3%
19.6%
20.0%
16.1%
9.1%
TER
1.0%
0.9%
0.8%
0.5%
0.8%
AUM
₹3,073 Cr
₹1,445 Cr
₹5,817 Cr
₹8,304 Cr
₹40 Cr
INFO
1.95
0.86
0.61
1.12
-0.29
See fund holdings as of 30th Nov
Top holdings
Infosys Ltd
9.0%
Tata Consultancy Services Ltd
4.5%
Ccil
4.3%
Cummins India Ltd
4.1%
Torrent Power Ltd
4.0%
MRF Ltd
3.9%
LTIMindtree Ltd
3.7%
HCL Technologies Ltd
3.7%
Tech Mahindra Ltd
3.7%
Bikaji Foods International Ltd
3.4%
Top industry exposure
Technology
36.7%
Industrials
13.5%
Consumer Cyclical
10.6%
Financial Services
7.9%
Healthcare
7.1%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund 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
Fund manager(s)
Aparna Shanker
Saloni Kapadia

FAQs