The Wealth Company Ethical Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.61% | - |
AMC: THEWEALTHCOMPANY
Category: Equity • Sectoral/Thematic
Launch Date: 24 Sep 2025
Fund Manager: Ms. Aparna Shanker
Minimum Purchase: ₹1,000
Exit Load: 1% - If redeemed/switched out within 30 days from the date of allotment. Nil - if redeemed/switched out after 30 days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
The Wealth Company Ethical Fund - Direct Plan is managed by THEWEALTHCOMPANY and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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