The Wealth Company Multi Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
The Wealth Company Multi Cap Fund Growth Fund Overview
Min. investment
SIP ₹ & Lump. ₹1000
AUM (Fund size)
₹139 Cr
Lock In Period
N/A
Expense Ratio
2.47
Exit Load
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.
Benchmark
NIFTY500 Multicap 50:25:25 TRI
The Wealth Company Multi Cap 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 | -3.01 | -0.82 | 8.60 |
| 6M | 0.00 | 1.15 | 64.49 |
| 1Y | 0.00 | 2.89 | 137.57 |
| 3Y | 0.00 | 12.10 | 202.94 |
Portfolio Analysis
- Equity: 95.83%
- Debt: 4.19%
- Others
As on: 2026-09-30
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About Fund The Wealth Company Multi Cap Fund Growth
The Wealth Company Multi Cap Fund Growth managed by The Wealth Company Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹139 Crore. The fund benchmarks its performance against the NIFTY500 Multicap 50:25:25 TRI while maintaining an expense ratio of 2.47. Under the expert guidance of Chinmay Sathe ,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
Chinmay Sathe
Mr. Chinmay Sathe holds B.E, PGDM. His earlier stints where with L&T Mutual Fund, DSP Merrill Lynch and UTI Mutual Fund as Equity Research Analyst.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| JioBlackRock Large Cap Fund - Growth | 0 | 46 CR | |
| ICICI Prudential Business Cycle Fund - Series 3 Growth | 0 | 15 CR | 2.53 |
| The Wealth Company Multi Cap Fund Growth | 0 | 138 CR | 2.47 |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJioBlackRock Large Cap Fund - Growth | 0 | 0 |
| This FundICICI Prudential Business Cycle Fund - Series 3 Growth | 0 | 0 |
| This FundThe Wealth Company Multi Cap Fund Growth | 0 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
The Wealth Company Multi Cap Fund Growth FAQs
The Wealth Company Multi Cap 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 Cap Fund Growth is 2.47. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
The Wealth Company Multi Cap Fund Growth’s fund performance is as follows:
- 1 Month : -3.01%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in The Wealth Company Multi Cap 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 Cap Fund Growth is ₹139 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in The Wealth Company Multi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
