Multi Cap · Equity
The Wealth Company Multi Cap Fund
The Wealth Company Mutual Fund
Benchmark
NIFTY 500 Multicap 50:25:25 Total Return IndexRiskometer
Very HighSize
₹142 crAllotted
4 Aug 2026Holdings as of
Not on recordThe Wealth Company Multi Cap Fund is a multi cap fund of The Wealth Company Mutual Fund with ₹142 cr under management. Its direct plan charges 4.86% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has The Wealth Company Multi Cap Fund beaten its benchmark?
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Multi Cap funds, and how steady the lead is, in the app
What does The Wealth Company Multi Cap Fund cost?
4.86% a year on the direct plan, 6.87% on the regular plan; 32 of 33 funds in its category charge less.
Direct plan
4.86% a year
Category median 0.96%
Regular plan
6.87% a year
Category median 2.21%
Gap
2.01 points
for the same holdings
32 of 33 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Multi Cap Fund
Who manages The Wealth Company Multi Cap Fund?
Chinmay Sathe, since None; Aparna Shanker, since None.
Chinmay Sathe
None years
since None
Aparna Shanker
None years
since None
Benchmark as filedNIFTY Midcap 150 TRI
Exit load
1% - If redeemed/switched out within 180 days from the date of allotment. Nil - if redeemed/switched out after 180 days from the date of allotment
From 1 Scheme Summary Documents filed with NSE, first on 25 Aug 2026; as on 25 Aug 2026
What does The Wealth Company Multi Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
Who manages The Wealth Company Multi Cap Fund?
Chinmay Sathe (manager) since None; Aparna Shanker (manager) since None.
What is the expense ratio of The Wealth Company Multi Cap Fund?
4.86% a year on the direct plan and 6.87% on the regular plan (expense report, Oct 2026).
Inside the app
See The Wealth Company Multi Cap Fund beside your own funds in Valarth
