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The Wealth Company Arbitrage Fund Direct dividend payout
Equity • Arbitrage • Direct dividend payout
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Arbitrage
Direct dividend payout
Launched On
14 Oct 2025
0.7 years ago
Lock-in Period
No lock-in
NAV
as of 25 Jun 2026
₹10.4525
+0.0843% (0.10)
AUM
₹147 Cr
Expense ratio
0.21%
Benchmark
NIFTY 50 Arbitrage
Fund Plan
Irregular
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 7D
0.25%
If units sold after 7D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Basic Materials
Real Estate
Industrials
Energy
Fund House
The Wealth Company
Inc: 14 Oct 2025 • Total AUM: ₹1,229 Cr • Rank #48The Wealth Company is an Indian asset management firm, part of the Pantomath Group, that offers investment products and services to help individuals and corporates achieve their financial goals
Fund Managers
Rouhak Shah
Experience: 3.88 yrs • Total AUM: 907 Cr
Neeraj Jain
Experience: 2.19 yrs • Total AUM: 8,619 Cr
Aparna Shanker
Experience: yrs • Total AUM: 4,127 Cr
Risk
Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.