
The Wealth Company Arbitrage Fund(G)-Direct Plan
-0.02% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹10.59
Min. SIP amount
₹250
Fund size (AUM)
150 Cr
Expense ratio
0.26%
Launched on
14 Oct 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹10.59
Min. SIP amount
₹250
Fund size (AUM)
150 Cr
Expense ratio
0.26%
Launched on
14 Oct 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
41.84%
Mid Cap
27.94%
Small Cap
6.09%
Others
24.12%
Sector Allocation
Bank
32.51%
Domestic Mutual Funds Units
20.24%
Telecom
7.05%
Capital Goods
6.33%
Power
5.92%
Realty
4.79%
Cash & Cash Equivalents And Net Assets
3.89%
Insurance
3.70%
Others
14.08%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 7D, Nil after 7D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Rouhak Shah
Present
Aparna Shanker
Present
Neeraj Jain
Present
Similar/Peer Fund Comparison
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FAQs
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