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THEWEALTHCOMPANY

Total Funds
40
Average Rating
2.17
Avg Expense Ratio
0.831%

📊 Quick Summary Of This Page

THEWEALTHCOMPANY is a leading asset management company managing diversified mutual fund schemes across equity, debt and hybrid categories. Explore its fund lineup, portfolio strategies and investment positioning across markets.
Fund Categories
Dynamic Asset Allocation
4
Small Cap
4
Large & Mid Cap
4
Mid Cap
4
Flexi Cap
4
Liquid
4
Sectoral/Thematic
4
Arbitrage
4
Multi Asset Allocation
4
Top Companies Held Across AMC
Company Funds Weight
THE WEALTH CO MUTUAL FUND GOLD ETF 1 98.65%
ICICI Bank LTD 5 69.72%
TREPS 9 44.92%
STATE BANK OF INDIA 4 30.40%
AXIS BANK LTD 2 21.44%
THE WEALTH CO MUTUAL FUND LIQUID GROWTH DIRECT 1 20.29%
INFOSYS LTD 5 19.20%
BHARAT HEAVY ELECTRICALS LTD 3 14.33%
BAJAJ FINANCE LTD 3 13.87%
ADANI ENTERPRISES LTD 3 13.86%
738% REC LTD 28 FEB 2029 2 12.65%
GODREJ PROPERTIES LTD 2 12.32%
RELIANCE INDUSTRIES LTD 2 11.18%
NET RECEIVABLE PAYABLE 9 10.90%
TATA STEEL LTD 1 10.76%
TVS MOTOR CO LTD 2 10.39%
INDUSIND BANK LTD 3 10.35%
TRENT LTD 2 9.95%
BHARTI AIRTEL LTD 2 9.62%
MAHINDRA AND MAHINDRA LTD 3 8.92%
Fund Managers
Manager Funds Managed
Ms. Aparna Shanker 20
Mr. Aparna Shanker 12
Mr. Umesh Sharma 4
Mr. Niranjan Das 4
All Funds
Fund Category Rating Expense
The Wealth Company Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.81%
The Wealth Company Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.81%
The Wealth Company Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.35%
The Wealth Company Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.35%
The Wealth Company Gold ETF FOF 5.00 0.59%
The Wealth Company Gold ETF FOF 5.00 0.59%
The Wealth Company Gold ETF FOF - Direct Plan 5.00 0.19%
The Wealth Company Gold ETF FOF - Direct Plan 5.00 0.19%
The Wealth Company Flexi Cap Fund Flexi Cap 2.10 2.10%
The Wealth Company Flexi Cap Fund Flexi Cap 2.10 2.10%
The Wealth Company Balanced Advantage Fund Dynamic Asset Allocation 2.10 2.10%
The Wealth Company Balanced Advantage Fund Dynamic Asset Allocation 2.10 2.10%
The Wealth Company Small Cap Fund Small Cap 2.10 2.10%
The Wealth Company Small Cap Fund Small Cap 2.10 2.10%
The Wealth Company Large & Mid Cap Fund Large & Mid Cap 2.10 2.10%
The Wealth Company Large & Mid Cap Fund Large & Mid Cap 2.10 2.10%
The Wealth Company Ethical Fund Sectoral/Thematic 2.01 2.01%
The Wealth Company Ethical Fund Sectoral/Thematic 2.01 2.01%
The Wealth Company Liquid Fund - Direct Plan Liquid 2.00 0.08%
The Wealth Company Liquid Fund - Direct Plan Liquid 2.00 0.08%
The Wealth Company Liquid Fund Liquid 2.00 0.23%
The Wealth Company Liquid Fund Liquid 2.00 0.23%
The Wealth Company Flexi Cap Fund - Direct Plan Flexi Cap 1.00 0.30%
The Wealth Company Flexi Cap Fund - Direct Plan Flexi Cap 1.00 0.30%
The Wealth Company Ethical Fund - Direct Plan Sectoral/Thematic 1.00 0.61%
The Wealth Company Ethical Fund - Direct Plan Sectoral/Thematic 1.00 0.61%
The Wealth Company Arbitrage Fund - Direct Plan Arbitrage 1.00 0.20%
The Wealth Company Arbitrage Fund - Direct Plan Arbitrage 1.00 0.20%
The Wealth Company Arbitrage Fund Arbitrage 1.00 0.82%
The Wealth Company Arbitrage Fund Arbitrage 1.00 0.82%
The Wealth Company Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 1.00 0.29%
The Wealth Company Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 1.00 0.29%
The Wealth Company Small Cap Fund - Direct Plan Small Cap 1.00 0.34%
The Wealth Company Small Cap Fund - Direct Plan Small Cap 1.00 0.34%
The Wealth Company Large & Mid Cap Fund - Direct Plan Large & Mid Cap 1.00 0.39%
The Wealth Company Large & Mid Cap Fund - Direct Plan Large & Mid Cap 1.00 0.39%
The Wealth Company Mid Cap Fund Mid Cap 1.00 0.00%
The Wealth Company Mid Cap Fund Mid Cap 1.00 0.00%
The Wealth Company Mid Cap Fund - Direct Plan Mid Cap 1.00 0.00%
The Wealth Company Mid Cap Fund - Direct Plan Mid Cap 1.00 0.00%
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Frequently Asked Questions

THEWEALTHCOMPANY is an Asset Management Company (AMC) that manages mutual fund schemes and investor assets across equity, debt and hybrid categories.

THEWEALTHCOMPANY manages mutual funds, makes investment decisions, and oversees portfolio performance for different schemes.

THEWEALTHCOMPANY manages multiple mutual fund schemes across different categories including equity, debt, hybrid and index funds.

Mutual fund investments are market-linked and carry risk. The reputation of THEWEALTHCOMPANY is one of several factors to consider before investing.

AUM (Assets Under Management) of THEWEALTHCOMPANY represents the total market value of all assets managed across its mutual fund schemes.

THEWEALTHCOMPANY offers equity funds, debt funds, hybrid funds, index funds and thematic mutual fund schemes.

Yes, investors can invest directly in THEWEALTHCOMPANY mutual fund schemes through AMC platforms, apps or distributors.

Fund managers at THEWEALTHCOMPANY select stocks based on financial performance, valuation, growth potential and sector analysis.

Yes, most mutual fund schemes managed by THEWEALTHCOMPANY support SIP (Systematic Investment Plan) investments.

Performance of THEWEALTHCOMPANY funds is measured using returns, consistency, risk-adjusted returns and benchmark comparison.

Yes, you can compare all mutual fund schemes managed by THEWEALTHCOMPANY based on returns, holdings, risk and portfolio structure.

Yes, depending on the scheme objective, THEWEALTHCOMPANY invests across large cap, mid cap and small cap companies.
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