The Wealth Company Multi Asset Allocation Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
The Wealth Company Multi Asset Allocation Fund Growth Fund Overview
Min. investment
SIP ₹250 & Lump. ₹1000
AUM (Fund size)
₹188 Cr
Lock In Period
N/A
Expense Ratio
2.49
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
N/A
The Wealth Company Multi Asset Allocation 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 | 0.80 | -0.76 | 126.76 |
| 6M | 4.42 | 1.54 | 126.76 |
| 1Y | 0.00 | 3.88 | 126.76 |
| 3Y | 0.00 | 10.24 | 126.76 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund The Wealth Company Multi Asset Allocation Fund Growth
The Wealth Company Multi Asset Allocation Fund Growth managed by ,is a Equity - Hybridscheme with Assets Under Management of ₹188 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 2.49. Under the expert guidance of Ms. 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
Ms. Aparna Shanker
Peer Comparison
The Wealth Company Multi Asset Allocation Fund Growth FAQs
The Wealth Company Multi Asset Allocation 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 Multi Asset Allocation Fund Growth is 2.49. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
The Wealth Company Multi Asset Allocation Fund Growth’s fund performance is as follows:
- 1 Month : 0.80%
- 6 Months : 4.42%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in The Wealth Company Multi Asset Allocation 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 Multi Asset Allocation Fund Growth is ₹188 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in The Wealth Company Multi Asset Allocation Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
