The Wealth Company Small Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

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Fund Objective

To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies. 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 Smallcap 250 - 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

About The Wealth Company Small Cap Fund

Scheme Analysis

The Wealth Company Small Cap Fund is a Equity - Small cap Fund fund and belongs to The Wealth Company Mutual Fund. It was launched on 25-Mar-2026 The Wealth Company Small Cap Fund is benchmarked against Nifty Smallcap 250 - TRI as primary index.

The NAV of The Wealth Company Small Cap Fund ended down ₹-0.13(-1.34%)yesterday to ₹9.8663.

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

The The Wealth Company Small Cap Fund is managed by Aparna Shanker .

Fund House Contact

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

022-65786200