Equity
Thematic
Very High Risk
The Wealth Company Ethical Fund
NAV : ₹ 9.396 as of 02 March, 2026
Overview
₹ 39.19 Cr
Fund size
₹ 250
Min SIP
₹ 1000
Lumpsum
24 September 2025
Launch date
Growth
Fund plan
Regular
Scheme type
Top Holdings
Infosys Ltd. | 5.44% |
Hindustan Copper Ltd. | 3.85% |
Cummins India Ltd. | 3.51% |
LTIMindtree Ltd. | 3.35% |
Tech Mahindra Ltd. | 3.34% |
View all Equity Holdings
Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.25%
Stamp Duty
0.005%
Exit Load
Exit load of 1%, if redeemed within 30 days.
0
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Peer Analysis
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The Wealth Company Ethical Fund Managers
List of The Wealth Company Mutual Fund's top performing schemes
Fund House
The Wealth Company Mutual Fund
Total AUM: 1555.48Cr
The _Wealth Company Mutual Fund_ is a relatively new entrant in India’s mutual fund space, offering a compact lineup across equity, hybrid, and debt categories. It is structured like any other AMC-led mutual fund setup - sponsor, trustee, AMC management, and scheme-wise disclosures - so investors can evaluate it using the same checklist they would apply to established fund houses. It is the first AMC in India that is led by women and is Pantomath Group’s asset management arm.
## The Wealth Company Mutual Fund Snapshot
The Wealth Company Mutual Fund received SEBI registration on 18 July 2025, marking its formal entry as a registered mutual fund in India. Its SEBI registration number is MF/086/25/12.
The fund house launched its initial set of schemes around late September 2025, starting with four NFOs: an Arbitrage Fund, a Flexi Cap Fund, an Ethical Fund, and a Liquid Fund. The total AUM at the end of the last quarter is shown as ₹1,560.18 crore.
Learn more about The Wealth Company Mutual Fund
Kotak Neo: AMFI-registered Mutual Fund Distributor
FAQ for The Wealth Company Ethical Fund
Start SIP with just Rs.100
Start SIP with just Rs.100