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Flexi Cap📊 NIFTY 500 TRI(SEBI default)

the Wealth Company Flexi Cap Fund · Regular · Growth

The Wealth Company Mutual Fund

NAV

₹9.9658

as of 14 Jul 2026

Expense Ratio

2.34%

AUM

₹261 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
-0.34%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+3.87%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Performance Comparison

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Fund Details

Fund HouseThe Wealth Company Mutual Fund
CategoryFlexi Cap
BenchmarkNIFTY 500 TRI ✓
Launch Date14 Oct 2025
AMFI Code153870
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

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. It benchmarks its performance against NIFTY 500 TRI. 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
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