the Wealth Company Small Cap Fund · Regular · Growth
NAV
₹11.5644
as of 29 Sept 2026
Expense Ratio
3.98%
AUM
₹62 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +15.64%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +20.88%
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 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 carry wider price swings than 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 ₹62.4 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Smallcap 250 TRI. The current expense ratio is 3.98%.
Who Should Invest?
- •Small-cap stocks can swing sharply in both directions — the category is built for money that can stay invested for years