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
₹9.8934
+2.47%
(3 Feb)
AUM
40 Cr
TER
0.8%
Risk
Very High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+16.6%
+16.6%
+16.6%
+14.6%
NA
3Y
+32.8%
+32.8%
+32.8%
+32.8%
NA
5Y
+30.0%
+30.0%
+30.0%
+28.6%
NA
ALL
+12.2%
+12.2%
+12.2%
+16.5%
-1.1%
VOL
20.0%
20.0%
20.0%
20.1%
11.6%
TER
0.8%
0.8%
0.8%
0.9%
0.8%
AUM
₹5,817 Cr
₹5,817 Cr
₹5,817 Cr
₹1,449 Cr
₹40 Cr
INFO
0.61
0.61
0.61
0.82
-0.09
See fund holdings as of 31st Dec
Top holdings
Infosys Ltd
6.9%
Tata Consultancy Services Ltd
4.1%
Net Receivable/Payable
4.0%
Cummins India Ltd
3.7%
Hindalco Industries Ltd
3.4%
Bharat Petroleum Corp Ltd
3.4%
LTIMindtree Ltd
3.4%
MRF Ltd
3.3%
Hindustan Copper Ltd
3.3%
Bikaji Foods International Ltd
3.1%
Top industry exposure
Technology
31.3%
Industrials
17.8%
Consumer Cyclical
10.9%
Financial Services
7.5%
Healthcare
7.2%
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