the Wealth Company Small Cap Fund · Regular · Growth
NAV
₹11.1628
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹3 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.63%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +52.34%
This fund trailed its benchmark
Top performers in Small Cap by 5Y CAGR
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SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,500
Invested
₹1,532
Value today
20.5%
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
₹1,075
Value today
40.0%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹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
₹6,11,353
Value today
-5.2%
vs lumpsum
Direct lumpsum would have beaten STP by 5.2% — but STP reduced timing risk
Model your own STP with real NAVPerformance Comparison
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Fund Details
Available transactions
Investment Objective
the Wealth Company Small Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.
About This Fund
the Wealth Company Small Cap Fund · Regular · Growth is a Small Cap mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹3.0 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Smallcap 250 TRI.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations