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
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
Asset management company
AUM
₹1,311.48 Cr.
No. of Schemes
30
Setup Date
2019
Schemes by The Wealth Company Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Dynamic Asset Allocation or Balanced Advantage
the Wealth Company Balanced Advantage Fund Direct Growth0%
Hybrid . Dynamic Asset Allocation or Balanced Advantage
the Wealth Company Balanced Advantage Fund Direct IDCW Payout0%
FAQs
What is the open date for investing in the Wealth Company Ethical Fund?
The open date for investing in the Wealth Company Ethical Fund is 24 Sept`25.
What is the close date for investing in the Wealth Company Ethical Fund?
The close date for investing in the Wealth Company Ethical Fund is 08 Oct`25.
What is the minimum SIP amount to invest in the Wealth Company Ethical Fund?
The minimum investment amount required to invest in the Wealth Company Ethical Fund is ₹250.
Who is the Fund Manager for the Wealth Company Ethical Fund?
The Fund Manager for the Wealth Company Ethical Fund is Aparna Shanker.
ENTER AMOUNT
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₹0 in 3Y at 0% returns
SIP Date1st of every month
Your next SIP Payment will be on 6 September 2026
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