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The Wealth Company Ethical Fund(G)-Direct Plan

FAQ : The Wealth Company Ethical Fund - Growth - Direct Plan

The Wealth Company Ethical Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A N/A N/A N/A
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of The Wealth Company Ethical Fund - Growth - Direct Plan is ₹9.42.

It is better to invest in a fund with a longer track record as The Wealth Company Ethical Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

The Wealth Company Ethical Fund - Growth - Direct Plan fund’s expense ratio is 0.61%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of The Wealth Company Ethical Fund - Growth - Direct Plan is currently ₹38 Crores.

The Top three stocks are TCS, Jyoti CNC Automation and Tech Mahindra and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 32% of fund’s portfolio respectively.

Top three sectors of The Wealth Company Ethical Fund - Growth - Direct Plan fund are IT, Capital Goods and Auto accounting for 53% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of The Wealth Company Ethical Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.

Aparna Shanker and Saloni Kapadia manage the The Wealth Company Ethical Fund - Growth - Direct Plan Fund.

The Wealth Company Ethical Fund - Growth - Direct Plan current PE ratio is 55.66 and PB ratio is 9.68

The asset allocation of The Wealth Company Ethical Fund - Growth - Direct Plan is Stocks : 96.32%, Debt : 3.70% and Gold : 0%

The minimum SIP amount for The Wealth Company Ethical Fund - Growth - Direct Plan is ₹250.00 and minimum lumpsum is ₹1000.00

The exit load for The Wealth Company Ethical Fund - Growth - Direct Plan is 1% on or before 30 days, Nil after 30 days