The Wealth Company Small Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Small Cap funds is 118.22% .
The largest portfolio holding is ETHOS LTD with a portfolio weight of 2.70% .
The fund currently owns more than 64 stocks.
The top 10 holdings account for 23.83% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 0.08% |
| 2 Year Return | N/A | 17.32% |
| 3 Year Return | N/A | 49.36% |
| 4 Year Return | N/A | 81.21% |
| 5 Year Return | N/A | 118.22% |
| 6 Year Return | N/A | 190.34% |
| 7 Year Return | N/A | 216.58% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Watches |
2.70%
|
|
| 2 | Auto Ancl - Batteries |
2.61%
|
|
| 3 | Hospitals & Medical Services |
2.56%
|
|
| 4 | IT Consulting & Software |
2.54%
|
|
| 5 |
2.45%
|
||
| 6 | Personal Care |
2.29%
|
|
| 7 | Gems, Jewellery & Precious Metals |
2.29%
|
|
| 8 | Agro Chemicals/Pesticides |
2.25%
|
|
| 9 | Consumer Discretionary |
2.07%
|
|
| 10 | Aerospace & Defense |
2.07%
|
|
| 11 | Consumer Discretionary |
2.02%
|
|
| 12 | Engineering - Heavy |
1.99%
|
AMC: THEWEALTHCOMPANY
Category: Equity • Small Cap
Launch Date: 05 Mar 2026
Fund Manager: Mr. Aparna Shanker
Minimum Purchase: ₹10,000
Exit Load: 1.00% - if Units are redeemed/ switched-out within 1 year from the date of allotment. No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
The Wealth Company Small Cap 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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