The Wealth Company Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is 738% REC LTD 28 FEB 2029 with a portfolio weight of 6.23% .
The fund currently owns more than 74 stocks.
The top 10 holdings account for 30.94% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.35% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
6.23%
|
||
| 2 |
4.17%
|
||
| 3 |
4.11%
|
||
| 4 | Finance - Mutual Funds |
3.24%
|
|
| 5 | Financials |
2.61%
|
|
| 6 | Information Technology |
2.51%
|
|
| 7 |
2.09%
|
||
| 8 |
2.09%
|
||
| 9 | Consumer Discretionary |
1.95%
|
|
| 10 | Finance - Mutual Funds |
1.95%
|
|
| 11 | Finance - Mutual Funds |
1.93%
|
|
| 12 | Finance - Mutual Funds |
1.89%
|
AMC: THEWEALTHCOMPANY
Category: Hybrid • Multi Asset Allocation
Launch Date: 19 Nov 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: Low Risk
The Wealth Company Multi Asset Allocation Fund - Direct Plan is managed by THEWEALTHCOMPANY and belongs to the Hybrid 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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