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The Wealth Company Mutual Fund · Equity: Small Cap
The Wealth Company Small Cap Fund- Regular-Growth
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.
EquityBenchmark · Nifty Smallcap 250 TRITER · 3.98%Inception · 05-03-2026
NAV
₹11.56
-0.22% · as of 14-10-2026
Since inception
17.18%
CAGR
Benchmark (inception)
15.61%
CAGR
Fund size
₹144 Cr
AUM
Expense ratio
3.98%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +17.18% CAGR vs benchmark +15.61%.
Portfolio
Where the money is invested
Top holdings
CCIL8.28%
ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-2.64%
AAVAS FINANCIERS LIMITED EQ2.30%
URBANCLAP TECHNOLOGIES INDIA PRIVATE LIMITED EQ2.25%
Billionbrains Garage Ventures Ltd.2.22%
Multi Commodity Exchange of India L2.20%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-2.12%
ZEN TECHNOLOGIES LIMITED EQ NEW FV RE. 1/-2.11%
Senco Gold Limited2.06%
JUPITER LIFE LINE HOSPITALS LIMITED EQ2.05%
Sector allocation
Capital Goods22.72%
Healthcare12.75%
Financial Services12.53%
Automobile and Auto Components11.00%
Consumer Services9.89%
Consumer Durables6.66%
Information Technology4.02%
Fast Moving Consumer Goods2.86%
Chemicals2.65%
Services2.22%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 17.2% p.a.₹10,000
10 years
Projected value
₹31,92,362
Invested: ₹12,00,000
Gained: ₹19,92,362
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
Ms. Aparna Shanker, Mr. Chinmay Sathe
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154268
ISIN (Growth)
INF2F0001503
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Small Cap funds
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