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

The Wealth Company Flexi Cap Growth Direct Plan

NAV
₹10.1700
+0.00%
(20 Nov)
AUM
228 Cr
TER
0.39%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.7%
+7.1%
+6.9%
+5.5%
+0.2%
NA
3Y
+23.8%
+17.1%
+23.7%
+23.3%
+22.9%
NA
5Y
NA
+18.8%
+19.0%
+25.3%
+24.1%
NA
ALL
+20.9%
+14.0%
+18.3%
+28.7%
+17.8%
+1.7%
VOL
13.7%
-
16.9%
16.8%
17.3%
5.8%
TER
0.6%
-
0.9%
0.5%
0.5%
0.4%
AUM
₹4,380 Cr
-
₹14,319 Cr
₹2,261 Cr
₹6,080 Cr
₹228 Cr
INFO
1.52
-
1.09
1.71
1.03
0.29
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
The Wealth Company Flexi Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Ccil
25.6%
Net Receivable/Payable
8.3%
Bharti Airtel Ltd
4.3%
Reliance Industries Ltd
4.2%
Larsen & Toubro Ltd
3.9%
Tata Steel Ltd
3.6%
Hindalco Industries Ltd
3.5%
TVS Motor Co Ltd
2.8%
Brigade Enterprises Ltd
2.7%
State Bank of India
2.7%
Top industry exposure
Financial Services
28.1%
Technology
9.2%
Basic Materials
9.0%
Industrials
8.5%
Consumer Cyclical
8.2%
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
To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund manager(s)
Aparna Shanker
Rouhak Shah

FAQs