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The Wealth Company Small Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

The Wealth Company Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹2000 & Lump. ₹10000

AUM (Fund size)

₹68 Cr

Lock In Period

N/A

Expense Ratio

2.33

Exit Load

1.00% - if Units are redeemed/ switched-out within 1 year from the date of allotment.No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment.

Benchmark

Nifty Smallcap 250 Total Return

The Wealth Company Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.53-1.0310.02
6M0.001.1064.49
1Y0.003.47137.57
3Y0.0011.57202.94

Portfolio Analysis

  • Equity: 88.43%
  • Debt: 11.61%
  • Others
As on: 2026-05-31
View allocation % by

1. Tech Mahindra Limited2.35%
2. Billionbrains Garage Ventures Ltd.2.07%
3. Zensar Technologies Limited1.24%
4. Oracle Financial Services Software1.17%
5. Birlasoft Ltd1.12%
6. TBO Tek Limited0.71%
7. HCL Technologies Limited0.52%

1. Granules India Limited2.09%
2. Eris Lifesciences Limited1.78%
3. Neuland Laboratories Ltd1.50%
4. Biocon Limited1.03%

1. Jupiter Life Line Hospitals Limited1.92%
2. Krishna Institute of Medical Science Ltd1.91%
3. Metropolis Healthcare Limited1.63%

1. CG Power And Industrial Solutions Ltd2.24%
2. SCHNEIDER ELECTRIC INFRASTRUCTURE LTD.2.02%
3. ABB India Limited0.81%

1. ZEN TECHNOLOGIES LIMITED2.57%
2. Data Patterns (India) Limited2.24%

1. State Bank of India1.82%
2. Bank of Maharashtra1.36%

1. S.J.S. ENTERPRISES LIMITED EQ1.57%
2. Sandhar Technologies Limited1.50%

1. Aavas Financiers Limited1.79%
2. PNB Housing Finance Limited1.15%

1. Netweb Technologies India Limited2.06%
2. FIRSTSOURCE SOLUTIONS LTD0.49%

1. Multi Commodity Exchange of India Ltd.2.40%

1. Leela Palaces Hotels & Resorts Limited1.22%
2. Lemon Tree Hotels Limited1.10%

1. SBFC Finance Limited2.18%

1. Kirloskar Oil Engines Ltd2.12%

1. Kansai Nerolac Paints Limited1.62%
2. Asian Paints Limited0.45%

1. VOLTAMP TRANSFORMERS LTD2.03%

1. Senco Gold Limited2.00%

1. Ather Energy Limited1.96%

1. Amber Enterprises India Limited1.95%

1. Sumitomo Chemical India Limited1.92%

1. Elgi Equipments Limited1.90%

1. Azad Engineering Limited1.77%

1. Aditya Birla Sun Life Mutual Fund0.96%
2. HDFC Asset Management Company Limited0.72%

1. Olectra Greentech Limited1.67%

1. FSN E-Commerce Ventures Limited1.62%

1. ZF Comm. Vehicle Control Systems Ind Ltd1.61%

1. Bajaj Auto Limited1.53%

1. Ujjivan Small Finance Bank Limited1.49%

1. V-Mart Retail Limited1.48%

1. URBAN CLUB1.47%

1. RAJRATAN GLOBAL WIRE LIMITED1.43%

1. Orkla India Limited1.39%

1. JM FINANCIAL LTD1.31%

1. Polycab India Limited1.16%

1. Doms Industries Limited1.13%

1. CCL Products (India) Limited1.13%

About Fund The Wealth Company Small Cap Fund Growth

The Wealth Company Small Cap Fund Growth managed by The Wealth Company Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹68 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 2.33. 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 NameRatingsAUMExpense Ratio
TRUSTMF Multi Cap Fund Growth0527.45 CR2.38
The Wealth Company Small Cap Fund Growth067.87 CR2.33
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundTRUSTMF Multi Cap Fund Growth00
This FundThe Wealth Company Small Cap Fund Growth00
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

The Wealth Company Small Cap Fund Growth FAQs

The Wealth Company Small 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 Small Cap Fund Growth is 2.33. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

The Wealth Company Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 4.53%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of The Wealth Company Small Cap Fund Growth are updated daily based on NAV of ₹ 11.3447 as on Jul 03,2026. Since inception, the return has been 0.00%.

You can invest in The Wealth Company Small 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 Small Cap Fund Growth is ₹68 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in The Wealth Company Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.