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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 · 2.33%Inception · 05-03-2026
NAV
₹11.40
-0.43% · as of 14-07-2026
Since inception
15.52%
CAGR
Benchmark (inception)
15.90%
CAGR
Fund size
₹88 Cr
AUM
Expense ratio
2.33%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +15.52% CAGR vs benchmark +15.90%.
Portfolio
Where the money is invested
Top holdings
CCIL10.35%
ZEN TECHNOLOGIES LIMITED EQ NEW FV RE. 1/-2.57%
Multi Commodity Exchange of India L2.40%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-2.35%
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/-2.24%
DATA PATTERNS (INDIA) LIMITED EQ2.24%
SBFC FINANCE LIMITED EQ2.18%
KIRLOSKAR OIL ENGINES LIMITED EQ2.12%
GRANULES INDIA LIMITED EQ NEW FV RE. 1/-2.09%
Billionbrains Garage Ventures Ltd.2.07%
Sector allocation
Capital Goods19.36%
Financial Services17.25%
Healthcare11.86%
Automobile and Auto Components11.27%
Information Technology8.46%
Consumer Services7.60%
Consumer Durables6.02%
Fast Moving Consumer Goods3.65%
Chemicals1.92%
Services0.49%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 15.5% p.a.₹10,000
10 years
Projected value
₹28,77,587
Invested: ₹12,00,000
Gained: ₹16,77,587
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
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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