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Fund of Funds (Domestic)📊 NIFTY 50 TRI(SEBI default)

The Wealth Company Gold ETF FoF · Regular · Growth

The Wealth Company Mutual Fund

NAV

₹9.4950

as of 16 Jun 2026

Expense Ratio

0.66%

AUM

₹9 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
-5.05%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
-12.70%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹2,500

Invested

₹2,341

Value today

-28.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹916

Value today

-21.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹5,95,385

Value today

+8.3%

vs lumpsum

STP beat direct lumpsum by 8.3% — reduced timing risk paid off

Model your own STP with real NAV

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:NIFTY 50 TRI

Performance Comparison

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Fund Details

Fund HouseThe Wealth Company Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 TRI ✓
Launch Date30 Jan 2026
AMFI Code154133
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

The Wealth Company Gold ETF FoF · Regular · Growth by The Wealth Company Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

The Wealth Company Gold ETF FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹8.9 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.66%.

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