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The Wealth Company Ethical Fund
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Risk
Very High
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Rating
-
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Min SIP Amount
₹250
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Expense Ratio
2.74
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NAV
₹9.53
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Fund Started
24 Sep 2025
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Fund Size
₹39.36 Cr
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Exit Load
Exit load of 1%, if redeemed within 30 days.
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1 Year
-5.88%
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3 Year
-
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5 Year
-
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Equity
93.56%
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Cash
6.44%
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Top 10 Holdings
Name | Assets |
|---|---|
Jyoti CNC Automation Ltd. | 3.96% |
Netweb Technologies India Ltd. | 3.49% |
GE Vernova T&D India Ltd | 2.99% |
Marico Ltd. | 2.90% |
Redington Ltd. | 2.90% |
Amber Enterprises India Ltd. | 2.88% |
Tata Consultancy Services Ltd. | 2.87% |
Tech Mahindra Ltd. | 2.85% |
Coforge Ltd. | 2.84% |
Cummins India Ltd. | 2.84% |
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Name
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Start Date
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Description
The scheme seeks to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments.
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Launch Date
24 Sep 2025
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