NAV
₹11.2123
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.12%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +54.95%
Performance Comparison
Thinking about the Wealth Company Small Cap Fund · Direct · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
Fund Details
Fund HouseThe Wealth Company Mutual Fund
CategorySmall Cap
Launch Date25 Mar 2026
AMFI Code154269
Transaction facts
Min. Lumpsum₹10,000
Min. SIP₹100
Exit Load1% If redeemed switched out within 180 days from the date of allotment
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
the Wealth Company Small Cap Fund · Direct · 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 · Direct · Growth is a Small Cap mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years.
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