46412
95771
The Wealth Company Small Cap Fund - Direct Growth
4.48
4.08
7
The Wealth Company Small Cap Fund - Direct (G)
1
1
3.5

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    10.41

    10 Apr 2026

  • 0.94%

     1 Day

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  • ₹ 2000

    Min SIP
  • ₹ 10000

    Min Lumpsum
  • 0.49%

    Expense Ratio
  • NA

    Rating
  • 0 Cr

    Fund Size
  • 0 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 10 Apr 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.08
40.89%
12.40%
3.19%
34.92%
View All
  • Alpha
  • SD
  • Beta
  • Sharpe
  • Exit Load
  • 1.00% - if Units are redeemed/ switched-out within 1 year from the date of allotment. No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Aparna Shanker

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name
  • Address :
  • Pantomath Nucleus House Saki-Vihar Road, Andheri east, mumbai-400072
    • Contact :
    • +91022-65786200
    • Email ID :
    • Investorcare@Wealthcompany.in
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FAQs

You can invest in The Wealth Company Small Cap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for The Wealth Company Small Cap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

The Wealth Company Small Cap Fund - Direct Growth has delivered 0.00% since inception

The NAV of The Wealth Company Small Cap Fund - Direct Growth is ₹9.8692 as of 10 Apr 2026

The expense ratio of The Wealth Company Small Cap Fund - Direct Growth is % as of 10 Apr 2026

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of The Wealth Company Small Cap Fund - Direct Growth 0 CR as of 10 Apr 2026

The minimum SIP amount of The Wealth Company Small Cap Fund - Direct Growth is 2000

The top stock holdings of The Wealth Company Small Cap Fund - Direct Growth are

  1. Net CA & Others - 40.89%
  2. NSE - 12.40%
  3. HCL Technologies - 4.96%
  4. Tech Mahindra - 3.64%
  5. Cipla - 3.19%

The top sectors The Wealth Company Small Cap Fund - Direct Growth has invested in are

  1. - 0%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select The Wealth Company Small Cap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of The Wealth Company Small Cap Fund - Direct Growth based on your investment objective and risk tolerance

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