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The Wealth Company Mutual Fund logo

the Wealth Company Ethical Fund - NFO

EquitySectoral / Thematic

NFO Details

Open Date24 Sept`25
Close Date08 Oct`25
NAV₹10

Investment Details

₹250
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Risk Involved

scale
Your principal will be at
Very High Risk

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

The Wealth Company Mutual Fund Managers

AS

Aparna Shanker

Fund Manager since Sep 2025

SK

Saloni Kapadia

Fund Manager since Jan 2026

Fund House Details

The Wealth Company Mutual Fund

The Wealth Company Mutual Fund

Asset management company

AUM
₹1,412.65 Cr.
No. of Schemes
27
Setup Date
2019

Schemes by The Wealth Company Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
The Wealth Company Mutual Fund logo

Hybrid . Arbitrage Fund

the Wealth Company Arbitrage Fund Direct Growth
0%
The Wealth Company Mutual Fund logo

Hybrid . Arbitrage Fund

the Wealth Company Arbitrage Fund Direct IDCW Payout
0%
The Wealth Company Mutual Fund logo

Hybrid . Arbitrage Fund

the Wealth Company Arbitrage Fund Direct IDCW Reinvestment
0%
The Wealth Company Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

the Wealth Company Balanced Advantage Fund Direct Growth
0%
The Wealth Company Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

the Wealth Company Balanced Advantage Fund Direct IDCW Payout
0%

Mutual Funds Calculators

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FAQs

The open date for investing in the Wealth Company Ethical Fund is 24 Sept`25.
The close date for investing in the Wealth Company Ethical Fund is 08 Oct`25.
The minimum investment amount required to invest in the Wealth Company Ethical Fund is ₹250.
The Fund Manager for the Wealth Company Ethical Fund is undefined.

ENTER AMOUNT

₹
₹0 in 3Y at 0% returns
SIP Date1st of every month

Your next SIP Payment will be on 15 July 2026

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