MF
MFGenie.ai
Flexi Capregularidcw

THE WEALTH COMPANY FLEXI CAP FUND - REGULAR IDCW

The Wealth Company Mutual Fund

₹9.6370

0.16 (+1.70%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 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, annualised
1 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
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date17 Oct 2025
AMFI Code153871

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

THE WEALTH COMPANY FLEXI CAP FUND - REGULAR IDCW 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 IDCW is a Flexi Cap mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years.

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