The Wealth Company Flexi Cap Fund - Growth - Regular Plan

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  • (-0.1%)Nav, as on 28-10-2025

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  • Net Change on 28-10-2025

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Manager

  • Education:B.Com, CA, CS,CFA
  • Experience:13 Years
  • Basic Details:Mr. Umesh Sharma is having over 03 years of experience in debt market. His prior assignments are with Religare Mutual Fund, Lotus India Mutual Fund, ICICI Bank, JM Financial Mutual Fund, UTI Mutual Fund.
  • Funds Managed:
  • The Wealth Company Flexi Cap Fund
  • The Wealth Company Liquid Fund
  • Education:B.Com, C.A.
  • Experience:8
  • Basic Details:Credit rating of Large Corporate Group - Crisil Ratings Ltd (2022 - 2025)Credit rating of Large Corporate Group (EMEA) - Citi (2021 - 2022)Internal & Risk Audit - KPMG India (2018 - 2021)
  • Funds Managed:
  • The Wealth Company Flexi Cap Fund
  • The Wealth Company Liquid Fund
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About The Wealth Company Flexi Cap Fund

Scheme Analysis

The Wealth Company Flexi Cap Fund is a Equity - Flexi Cap Fund fund and belongs to The Wealth Company Mutual Fund. It was launched on 14-Oct-2025 The Wealth Company Flexi Cap Fund is benchmarked against NIFTY 500 - TRI as primary index.

The NAV of The Wealth Company Flexi Cap Fund ended down ₹-0.01(-0.1%)yesterday to ₹10.02.

Among its top 3 holdings the fund has exposure to , and

The The Wealth Company Flexi Cap Fund is managed by Umesh Sharma and Aparna Shanker.

Fund House Contact

Pantomath Nucleus House, Saki Vihar Road, Andheri East, Mumbai - 400072

022-65786200