The Wealth Company Flexi Cap Fund does not yet have a 5-year performance history.
The average return for Flexi Cap funds is 66.68% .
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 | -1.16% |
| 2 Year Return | N/A | 12.01% |
| 3 Year Return | N/A | 35.81% |
| 4 Year Return | N/A | 52.38% |
| 5 Year Return | N/A | 66.68% |
| 6 Year Return | N/A | 109.08% |
| 7 Year Return | N/A | 129.34% |
| Expense Ratio | 2.10% | - |
AMC: THEWEALTHCOMPANY
Category: Equity • Flexi Cap
Launch Date: 24 Sep 2025
Fund Manager: Mr. 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: 0
Risk: Moderate Risk
The Wealth Company Flexi Cap Fund 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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