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The Wealth Company Mutual Fund · Equity · Sectoral / Thematic · Direct plan

THE WEALTH COMPANY ETHICAL FUND - Direct Plan - Growth

₹9.2418NAV on 2 Nov 2026Expense ratio 1.15%
3 Nov 2025NAV low 8.58 · high 10.14-7.6%

In plain words

Its worst fall from a peak in the last 3 years was -14.7%.

Past returns, not a promise of future returns or a recommendation.

Returns vs benchmark

PeriodFundBenchmark
1 month-1.8%+4.6%
3 months-6.7%-3.8%
6 months-2.9%-1.6%
1 year-7.4%-8.1%
Since start (yearly)-7.4%+11.3%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,14,707-8.0%

Other plan of this fund: THE WEALTH COMPANY ETHICAL FUND - Regular Plan - Growth

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