Multi Asset / Dynamicregulargrowth
The Wealth Company Multi Asset Allocation Fund - Regular Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week—
1 Month—
3 Months—
6 Months—
1 Year—
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Mar 2026)-0.83%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2026)—
Fund Details
Fund HouseThe Wealth Company Mutual Fund
CategoryMulti Asset / Dynamic
Plan Typeregular
Optiongrowth
AUM₹130 Cr
Expense Ratio2.02%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date27 Mar 2026
AMFI Code154002
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
The Wealth Company Multi Asset Allocation Fund - Regular Growth invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.
About This Fund
The Wealth Company Multi Asset Allocation Fund - Regular Growth is a Multi Asset / Dynamic mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹130 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.02%.
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