The Wealth Company Ethical Fund
Get the latest NAV of The Wealth Company Ethical Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹8.96
1D
NAV as on 17 Mar 2026
/per year
Since Inception
▲▼
85 people have invested ₹ 1.4L in The Wealth Company Ethical Fund in the last three months
The Wealth Company Ethical Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
The Wealth Company Ethical Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
The Wealth Company Ethical Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
The Wealth Company Ethical Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
The Wealth Company Ethical Fund Holdings Details
as on (28-Feb-26)
The Wealth Company Ethical Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.8% |
Benchmark | Nifty 500 Shariah TR INR |
| AUM | ₹39 Cr |
| Inception Date | 14 October, 2025 |
| Min Lumpsum/SIP | ₹1,000/₹250 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About The Wealth Company Ethical Fund
The Wealth Company Ethical Fund is an equity fund. This fund was started on 14 October, 2025. The fund is managed by Saloni Kapadia, Aparna Shanker. The fund could potentially beat inflation in the long-run.
Key Parameters
- The Wealth Company Ethical Fund has ₹39 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
The Wealth Company Ethical Fund has given a CAGR return of -11.15% since inception.
Holdings
The Wealth Company Ethical Fund has allocated its funds majorly in Cash Equivalent, Industrial, Tech, Basic Materials, Consumer Cyclical, Financial Services, Health, Consumer Defensive, Communication, Energy, Utilities. Its top holdings are Polycab India Ltd, Cummins India Ltd, Infosys Ltd, Indus Towers Ltd Ordinary Shares, GE Vernova T&D India Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of The Wealth Company Ethical Fund
The investment objective of the Scheme is to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 250.00. The Wealth Company Ethical Fund has no lock in period.
Fund Manager
Saloni Kapadia
Fund Manager of The Wealth Company Ethical Fund, since 1 January 2026
Aparna Shanker
Fund Manager of The Wealth Company Ethical Fund, since 14 October 2025
Frequently Asked Questions for The Wealth Company Ethical Fund
How do I invest in The Wealth Company Ethical Fund?
- Download the INDmoney app.
- Search for ‘The Wealth Company Ethical Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.