The Wealth Company Multi Asset Allocation Growth Direct Plan
SIP amount
Min. ₹250
Lumpsum amount
Min. ₹1,000

The Wealth Company Multi Asset Allocation Growth Direct Plan

NAV
₹10.0514
+0.06%
(19 Dec)
Risk
High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+17.6%
+15.9%
+14.3%
+10.1%
NA
3Y
+21.6%
+19.9%
+22.0%
+20.7%
NA
5Y
+18.1%
+22.4%
+27.1%
+16.1%
NA
ALL
+19.1%
+17.0%
+16.0%
+10.7%
+0.5%
VOL
9.0%
11.8%
10.6%
10.2%
1.3%
TER
0.3%
0.7%
0.6%
0.6%
NA
AUM
₹9,601 Cr
₹75,067 Cr
₹4,182 Cr
₹6,551 Cr
NA
INFO
2.12
1.44
1.51
1.04
0.38
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
The Wealth Company Multi Asset Allocation (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
Other information
Minimum SIP
₹250
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 30 days
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 manager(s)
Umesh Sharma
Aparna Shanker
Varun Nanavati

FAQs