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
| Period | Fund | Benchmark |
|---|---|---|
| 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
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,732 | -9.5% |
Other plan of this fund: THE WEALTH COMPANY ETHICAL FUND - Direct Plan - Growth