The Wealth Company Mutual Fund Return
The Wealth Company Mutual Fund manages assets worth 2117 crores and was set up on 2025-07-18. Its current offering of mutual fund schemes includes 24 equity, 12 hybrid, 8 debt, 5 other funds. The company is led by its CEO Madhu Lunawat(Managing Director and Chief Executive Officer).
73
Schemes
₹ 2,117 Cr
Total AUM
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The Wealth Company Mutual Fund Interest Rates and Returns 2026
| Fund name | 1 Year Returns | Returns Till Today |
|---|---|---|
| The Wealth Company Multi Asset Allocation Fund Direct (G) | - | 4.043% |
| The Wealth Company Ethical Fund Direct (G) | -9.04% | -8.395% |
| The Wealth Company Gold ETF FoF Direct (G) | - | -11.007% |
| The Wealth Company Balanced Advantage Fund Direct (G) | - | -5.123% |
| The Wealth Company Liquid Fund Direct (G) | 6.51% | 6.561% |
| The Wealth Company Large & Mid Cap Fund Direct (G) | - | -4.629% |
| The Wealth Company Arbitrage Fund Direct (G) | 6.49% | 6.468% |
| The Wealth Company Small Cap Fund Direct (G) | - | 10.067% |
| The Wealth Company Multi Cap Fund Direct (G) | - | -4.737% |
| The Wealth Company Mid Cap Fund Direct (G) | - | -9.73% |
| The Wealth Company Flexi Cap Fund Direct (G) | -7.85% | -7.23% |
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