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

THE WEALTH COMPANY ETHICAL FUND - Regular Plan - Growth

₹9.0933NAV on 2 Nov 2026Expense ratio 2.76%
3 Nov 2025NAV low 8.52 · high 10.01-9.0%

In plain words

Its worst fall from a peak in the last 3 years was -15.1%.

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

Returns vs benchmark

PeriodFundBenchmark
1 month-1.9%+4.6%
3 months-7.1%-3.8%
6 months-3.7%-1.6%
1 year-8.8%-8.1%
Since start (yearly)-8.8%+11.3%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,13,732-9.5%

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

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