The Wealth Company Multi Asset Allocation Fund · Regular · Growth
NAV
₹10.6449
as of 14 Jul 2026
Expense Ratio
2.02%
AUM
₹132 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +6.45%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +9.74%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
Thinking about The Wealth Company Multi Asset Allocation Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Compare with Similar Funds
Fund Details
Available transactions
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 ₹132 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. 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