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The Wealth Company Ethical Fund Direct dividend reinvestment
Equity • Other • Direct dividend reinvestment
Insufficient fund history to generate its report card
Fund Info
Equity
Other
Direct dividend reinvestment
Launched On
17 Oct 2025
Lock-in Period
No lock-in
NAV
as of 29 Sep 2025
₹10
NA
AUM
₹0 Cr
Benchmark
Nifty 500 Shariah
Fund Plan
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 30D
1%
If units sold after 30D
0%
Fund House
The Wealth Company
Inc: 17 Oct 2025 • Rank #52The 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
Aparna Shanker
Experience: yrs • Total AUM: 0 Cr
Risk
Category risk
Very high
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.