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The Wealth Company Multi Asset Allocation Fund Direct dividend payout
Hybrid • Multi Asset • Direct dividend payout
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Multi Asset
Direct dividend payout
Launched On
09 Dec 2025
0.6 years ago
Lock-in Period
No lock-in
NAV
as of 25 Jun 2026
₹10.7544
-0.4231% (0.00)
AUM
₹163 Cr
Expense ratio
0.35%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 30D
1%
If units sold after 30D
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Industrials
Technology
Healthcare
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
Umesh Sharma
Experience: 7.74 yrs • Total AUM: 9,815 Cr
Niranjan Das
Experience: 4.32 yrs • Total AUM: 1,062 Cr
Aparna Shanker
Experience: yrs • Total AUM: 4,127 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). 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.