The Wealth Company Multi Asset Allocation Fund - Growth - Regular Plan

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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 (₹)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Gold-India N/A N/A N/A N/A N/A N/A
NIFTY 200 - TRI N/A N/A N/A N/A N/A N/A
Nifty Short Duration Debt Index N/A N/A N/A N/A N/A N/A
Silver 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

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Fund Manager

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About The Wealth Company Multi Asset Allocation Fund

Scheme Analysis

The Wealth Company Multi Asset Allocation Fund is a Hybrid - Multi Asset Allocation fund and belongs to The Wealth Company Mutual Fund. It was launched on 09-Dec-2025 The Wealth Company Multi Asset Allocation Fund is benchmarked against Gold-India as primary index and NIFTY 200 - TRI as primary index and Nifty Short Duration Debt Index as primary index and Silver as secondary index.

The NAV of The Wealth Company Multi Asset Allocation Fund ended up ₹0(0%)yesterday to ₹10.0441.

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

The The Wealth Company Multi Asset Allocation Fund is managed by Umesh Sharma and Aparna Shanker.

Fund House Contact

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

022-65786200