The Wealth Company Multi Asset Allocation Fund

The Wealth Company Multi Asset Allocation Fund is a hybrid fund. This fund was started on 9 December, 2025. The fund is managed by Umesh Sharma, Niranjan Das, Aparna Shanker. This fund gives you the benefit of diversification.

1. The Wealth Company Multi Asset Allocation Fund has ₹102 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
2. The fund has an expense ratio 0.4.
   

The Wealth Company Multi Asset Allocation Fund has given a CAGR return of 1.97% since inception.

The Wealth Company Multi Asset Allocation Fund has allocated its funds majorly in Government, Cash Equivalent, Financial Services, Tech, Basic Materials, Industrial, Consumer Cyclical, Real Estate, Health, Communication, Energy, Consumer Defensive.

As it is a multi asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 250.00. The Wealth Company Multi Asset Allocation Fund has no lock in period.