The Wealth Company Multi Asset Allocation Fund - Regular Growth
Fund House: The Wealth Company Mutual Fund| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 19-11-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY 200 TRI (40%) + NIFTY Short Duration Debt Index (45%) + Domestic Prices of Gold (10%) + Domestic Prices of Silver (5%) |
| TER: 2.03% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 141.87 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: 1% - If redeemed/switched out within 30 days from the date of allotment. Nil - if redeemed/switched out after 30 days from the date of allotment |
10.5004
-0.04 (-0.3867%)
4.55%
Benchmark: 13.16%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of instruments across multiple asset classes viz. Equity, Debt, commodity ETFs and exchange traded commodity derivatives and related instruments
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.57%
Others
55.53%
Large Cap
27.66%
Mid Cap
8.22%
