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The Wealth Company Mutual Fund · Equity: Multi Cap
The Wealth Company Multi Cap Fund - Regular Plan - Growth
The investment objective of the scheme is to generate long-term capital appreciation by predominantly investing in equity and equity related securities of large cap, mid cap and small cap companies.
EquityBenchmark · Nifty500 Multicap 50:25:25 TRITER · 2.47%Inception · 21-09-2026
NAV
₹9.81
+0.38% · as of 14-10-2026
Since inception
-1.93%
CAGR
Benchmark (inception)
15.09%
CAGR
Fund size
₹139 Cr
AUM
Expense ratio
2.47%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-1.93% CAGR vs benchmark +15.09%.
Portfolio
Where the money is invested
Top holdings
Not available.
Sector allocation
Not available.
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -1.9% p.a.₹10,000
10 years
Projected value
₹10,90,344
Invested: ₹12,00,000
Gained: -₹1,09,656
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Chinmay Sathe
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154664
ISIN (Growth)
INF2F0001685
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Multi Cap funds
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