The Wealth Company Multi Asset Allocation Fund · Regular · Growth
NAV
₹10.5882
as of 29 Sept 2026
Expense Ratio
2.90%
AUM
₹170 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +5.88%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.64%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
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Fund Details
Available transactions
What this fund does
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 ₹170 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 2.90%.