The Wealth Company Multi Cap Fund - Regular Plan - Growth

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The Wealth Company Multi Cap Fund - Regular Plan - Growth

Category: Equity: Multi Cap Launch Date: 21-09-2026
AUM:

₹ 138.5 Cr

Expense Ratio

2.47%

Benchmark

Nifty500 Multicap 50:25:25 TRI

ISIN

INF2F0001685

Minimum Investment

1000.0

Minimum Topup

1000.0

Minimum SIP Amount

250

Fund Manager

Mr. Chinmay Sathe

Fund Performance 1Y (%) 3Y (%) 5Y (%)
The Wealth Company Multi Cap Fund - Regular Plan - Growth - - -
NIFTY500 MULTICAP 50:25:25 TRI -7.56 10.42 9.64
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
9.2694
Last change
-0.2 (-2.1566%)
Fund Size (AUM)
₹ 138.5 Cr
Performance
-7.31% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective of the scheme is to generate long-term capital appreciation by predominantly investing in equity and equity related securities of large cap, mid cap and small cap companies.

Fund Manager
Mr. Chinmay Sathe
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/- 6.14
GE T&D INDIA LIMITED EQ NEW RS. 2/- 4.55
INFOSYS LIMITED EQ FV RS 5 4.31
LIFE INSURANCE CORPORATION OF INDIA EQ 4.28
The Clearing Corporation of India Ltd. 01-OCT-2026 4.08
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- 3.78
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- 3.57
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 2.96
BAJAJ AUTO LIMITED EQ 2.94
PHYSICSWALLAH PRIVATE LIMITED EQ 2.9

Sector Allocation

Sector Holdings (%)
Financial Services 15.95
Automobile and Auto Components 14.41
Consumer Durables 12.58
Capital Goods 11.35
Consumer Services 10.34
Information Technology 9.46
Healthcare 7.45
Chemicals 5.33
Construction Materials 2.87
Construction 2.71

Peer Comparison

Scheme Name 5Y (%)
The Wealth Company Multi Cap Fund Reg Gr 0.0
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