The Wealth Company Ethical Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
The Wealth Company Ethical Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹1000
AUM (Fund size)
₹38 Cr
Lock In Period
N/A
Expense Ratio
2.32
Exit Load
1% - If redeemed/switched out within 30 days from the date of allotment.Nil - if redeemed/switched out after 30 days from the date of allotment.
Benchmark
Nifty 500 Shariah Total Return
Summary
The Wealth Company Ethical Fund Growth NAV is ₹9.3623 as of 10 Jun, 2026. The Wealth Company Ethical Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in The Wealth Company Ethical Fund Growth is ₹250. The AUM of The Wealth Company Ethical Fund Growth is ₹38 Cr. The expense ratio of the fund is 2.32%, and its benchmark is Nifty 500 Shariah Total Return. The current exit load of the fund is 1% - If redeemed/switched out within 30 days from the date of allotment.Nil - if redeemed/switched out after 30 days from the date of allotment.. In the last 1M months, The Wealth Company Ethical Fund Growth has delivered -0.47% returns.
The Wealth Company Ethical Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.47 | -0.56 | 9.53 |
| 6M | -3.86 | 1.63 | 111.00 |
| 1Y | 0.00 | 4.68 | 213.27 |
| 3Y | 0.00 | 12.69 | 345.77 |
Portfolio Analysis
- Equity: 95.18%
- Debt: 4.81%
- Others
As on: 2026-04-30
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About Fund The Wealth Company Ethical Fund Growth
The Wealth Company Ethical Fund Growth managed by The Wealth Company Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹38 Crore. The fund benchmarks its performance against the Nifty 500 Shariah Total Return while maintaining an expense ratio of 2.32. Under the expert guidance of Aparna Shanker ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Aparna Shanker
Ms. Aparna Shanker holds MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB. Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DSP Business Cycle Fund Growth | 0 | 1142.93 CR | 3.43 |
| Bajaj Finserv Consumption Fund Growth | 0 | 614.77 CR | 2.43 |
| The Wealth Company Ethical Fund Growth | 0 | 37.57 CR | 2.32 |
| HDFC Defence Fund Growth | 5 | 9123.61 CR | 1.75 |
| Nippon India Taiwan Equity Fund Growth | 3 | 1138.67 CR | 2.15 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDSP Business Cycle Fund Growth | 1.4581 | 0 |
| This FundBajaj Finserv Consumption Fund Growth | -8.0882 | 0 |
| This FundThe Wealth Company Ethical Fund Growth | 0 | 0 |
| This FundHDFC Defence Fund Growth | 8.3978 | 177.3172 |
| This FundNippon India Taiwan Equity Fund Growth | 208.9947 | 327.6489 |
The Wealth Company Ethical Fund Growth FAQs
The Wealth Company Ethical Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of The Wealth Company Ethical Fund Growth is 2.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
The Wealth Company Ethical Fund Growth’s fund performance is as follows:
- 1 Month : -0.47%
- 6 Months : -3.86%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in The Wealth Company Ethical Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of The Wealth Company Ethical Fund Growth is ₹38 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in The Wealth Company Ethical Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
