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

The Wealth Company Ethical IDCW Reinvest Direct Plan

NAV
₹8.9589
+0.82%
(17 Mar)
AUM
39 Cr
TER
0.8%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+24.5%
+24.5%
+24.5%
+22.4%
NA
3Y
+33.1%
+33.1%
+33.1%
+30.6%
NA
5Y
+27.0%
+27.0%
+27.0%
+25.2%
NA
ALL
+12.1%
+12.1%
+12.1%
+16.1%
-10.4%
VOL
20.0%
20.0%
20.0%
20.1%
13.5%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹6,545 Cr
₹6,545 Cr
₹6,545 Cr
₹1,511 Cr
₹39 Cr
INFO
0.60
0.60
0.60
0.80
-0.77
See fund holdings as of 28th Feb
Top holdings
Ccil
4.5%
Polycab India Ltd
4.4%
Cummins India Ltd
4.2%
Infosys Ltd
4.2%
Indus Towers Ltd Ordinary Shares
3.5%
GE Vernova T&D India Ltd
3.5%
Hindustan Copper Ltd
3.2%
Aster DM Healthcare Ltd Ordinary Shares
3.1%
MRF Ltd
3.1%
BSE Ltd
3.0%
Top industry exposure
Industrials
21.3%
Technology
20.9%
Basic Materials
11.9%
Consumer Cyclical
10.5%
Financial Services
8.4%
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