The Wealth Company Multi Cap Fund - Direct Plan - Growth
Fund House: The Wealth Company Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 21-09-2026 |
| Asset Class: Equity |
| Benchmark: Nifty500 Multicap 50:25:25 TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment. |
9.9714
-0.03 (-0.3189%)
-0.32%
Benchmark: 15.32%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty500 Multicap 50:25:25 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| The Wealth Company Multi Cap Fund - Direct Plan - Growth | 21-09-2026 | - | - | - | - | - |
| Groww MultiCap Fund - Regular - Growth | 16-12-2024 | 15.59 | - | - | - | - |
| TrustMF Multi Cap Fund -Regular Plan-Growth | 30-06-2025 | 15.53 | - | - | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 10.77 | 3.47 | 16.18 | 14.29 | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 10.47 | 1.83 | 15.78 | 12.32 | - |
| Bank Of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 9.94 | 3.64 | 16.77 | - | - |
| Axis MultiCap Fund - Regular Plan - Growth | 05-12-2021 | 8.68 | 3.64 | 18.81 | - | - |
| Bajaj FInserv Multi Cap Fund - Regular - Growth | 27-02-2025 | 8.65 | - | - | - | - |
| Motilal Oswal Multi Cap Fund Regular Plan Growth | 18-06-2024 | 8.2 | 9.69 | - | - | - |
| Union MultiCap Fund - Regular Plan - Growth Option | 19-12-2022 | 7.8 | 2.31 | 13.98 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
