The Wealth Company Flexi Cap Fund(G)-Direct Plan
-0.18% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹9.75
Min. SIP amount
₹250
Fund size (AUM)
250 Cr
Expense ratio
0.39%
Launched on
14 Oct 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 16 Sep 2026
₹9.75
Min. SIP amount
₹250
Fund size (AUM)
250 Cr
Expense ratio
0.39%
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
23.20%
Mid Cap
29.08%
Small Cap
37.56%
Others
10.16%
Sector Allocation
Automobile & Ancillaries
15.95%
Finance
11.58%
Bank
10.39%
It
9.22%
Domestic Equities
7.51%
Healthcare
6.77%
Capital Goods
6.48%
Cash & Cash Equivalents And Net Assets
4.88%
Others
26.90%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 30D, Nil after 30D
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
Aparna Shanker
Present
Saloni Kapadia
Present
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FAQs
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