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
| Period | Fund | Benchmark |
|---|---|---|
| 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
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,14,707 | -8.0% |
Other plan of this fund: THE WEALTH COMPANY ETHICAL FUND - Regular Plan - Growth