Flexi Capregulargrowth
THE WEALTH COMPANY FLEXI CAP FUND - REGULAR GROWTH
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-3.28%
1 Month-9.99%
3 Months-14.18%
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Oct 2025)-13.53%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Oct 2025)-39.05%
Fund Details
Fund HouseThe Wealth Company Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹261 Cr
Expense Ratio2.34%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date17 Oct 2025
AMFI Code153870
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
THE WEALTH COMPANY FLEXI CAP FUND - REGULAR GROWTH aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
THE WEALTH COMPANY FLEXI CAP FUND - REGULAR GROWTH is a Flexi Cap mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹261 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.34%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations