Compare Mutual Funds
The Wealth Company Small Cap Fund
EquitySmall Cap
Select a Mutual Fund
Risk
Very High
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Rating
-
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Min SIP Amount
₹2000
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Expense Ratio
3.6
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NAV
₹11.52
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Fund Started
05 Mar 2026
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Fund Size
₹143.58 Cr
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Exit Load
Exit load of 1%, if redeemed within 1 Year.
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1 Year
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3 Year
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5 Year
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Equity
91.58%
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Cash
8.42%
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Top 10 Holdings
Name | Assets |
|---|---|
INDO-MIM Ltd. | 3.17% |
Azad Engineering Ltd. | 2.56% |
Jyoti CNC Automation Ltd. | 2.50% |
Motilal Oswal Financial Services Ltd. | 2.49% |
Swiggy Ltd. | 2.47% |
Data Patterns (India) Ltd. | 2.45% |
Ujjivan Small Finance Bank Ltd. | 2.04% |
Leela Palaces Hotels & Resorts Ltd. | 2.04% |
Kirloskar Oil Engines Ltd. | 2.03% |
Zen Technologies Ltd. | 2.03% |
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Name
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Start Date
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Description
The schemes seeks to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.
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Launch Date
05 Mar 2026
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