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
₹9.5477
-0.99%
(24 Feb)
AUM
39 Cr
TER
0.8%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+33.4%
+33.4%
+33.4%
+30.3%
NA
3Y
+37.1%
+37.1%
+37.1%
+34.1%
NA
5Y
+29.5%
+29.5%
+29.5%
+27.6%
NA
ALL
+12.8%
+12.8%
+12.8%
+16.7%
-3.6%
VOL
20.0%
20.0%
20.0%
20.1%
11.9%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹5,980 Cr
₹5,980 Cr
₹5,980 Cr
₹1,492 Cr
₹39 Cr
INFO
0.64
0.64
0.64
0.83
-0.30
See fund holdings as of 31st Jan
Top holdings
Infosys Ltd
5.4%
Net Receivable/Payable
4.0%
Hindustan Copper Ltd
3.9%
Cummins India Ltd
3.5%
LTIMindtree Ltd
3.4%
Tech Mahindra Ltd
3.3%
Bharat Petroleum Corp Ltd
3.3%
GE Vernova T&D India Ltd
3.0%
Hindalco Industries Ltd
3.0%
HCL Technologies Ltd
2.9%
Top industry exposure
Technology
29.4%
Industrials
17.5%
Consumer Cyclical
11.0%
Basic Materials
10.4%
Financial Services
7.5%
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