The Wealth Company Ethical Fund Direct Growth
EquityEquity - Other
10.01
0.07(0.75%)
NAV as on 02 Jan, 2026
CAGR
0.15%
- AUM (Crs.)39.10
- Expense Ratio0.80 %
- Sharpe Ratio / Category Average-
- Standard Deviation / Category Average-
- Beta / Category Average-
- Portfolio Turnover / Category Average- / 93.62
- Top 5 Stocks Wt.25.46
- Top 10 Stocks Wt.43.19
- Top 3 Sectors Wt.60.88
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
|---|
Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryAparna Shanker, Saloni Kapadia
- Launch Date14 Oct, 2025
- BenchmarkS&P BSE 500
Objective
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
Riskometer
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