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
₹9.9479
-0.45%
(16 Feb)
AUM
265 Cr
TER
0.39%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+18.3%
+16.2%
+11.5%
+10.8%
+5.1%
NA
3Y
+23.3%
+23.1%
+22.4%
+17.1%
+22.9%
NA
5Y
+20.7%
+21.4%
NA
+14.2%
+13.8%
NA
ALL
+26.9%
+16.8%
+18.0%
+13.0%
+17.1%
-0.1%
VOL
16.7%
17.2%
13.7%
-
16.8%
13.2%
TER
0.5%
0.7%
0.6%
-
0.8%
0.4%
AUM
₹2,167 Cr
₹97,452 Cr
₹4,584 Cr
-
₹13,180 Cr
₹265 Cr
INFO
1.61
0.98
1.31
-
1.02
-0.01
See fund holdings as of 31st Jan
Top holdings
ICICI Bank Ltd
6.0%
Infosys Ltd
3.9%
Bharti Airtel Ltd
3.7%
HDFC Bank Ltd
3.7%
BSE Ltd
3.6%
Vedanta Ltd
3.6%
Multi Commodity Exchange of India Ltd
3.6%
TVS Motor Co Ltd
3.4%
Reliance Industries Ltd
3.3%
State Bank of India
3.1%
Top industry exposure
Financial Services
36.2%
Technology
15.1%
Consumer Cyclical
14.1%
Industrials
13.5%
Basic Materials
10.4%
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
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)
Umesh Sharma
Aparna Shanker
Neeraj Jain

FAQs