Small Cap · Equity
The Wealth Company Small Cap Fund
The Wealth Company Mutual Fund
Benchmark
Nifty Smallcap 250 TRIRiskometer
Very HighSize
₹149 crAllotted
25 Mar 2026Holdings as of
Not on recordThe Wealth Company Small Cap Fund is a small cap fund of The Wealth Company Mutual Fund with ₹149 cr under management. Its direct plan charges 1.79% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has The Wealth Company Small Cap Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Smallcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −1.82% | −2.73% | — |
| 3 months | +1.15% | −1.21% | — |
| 6 months | +11.23% | +11.53% | — |
| 1 year | — | +6.04% | — |
| 3 years | — | +13.53% | — |
| 5 years | — | +13.22% | — |
| 10 years | — | +14.34% | — |
| Since start from 30 Mar 2026 | — | — | — |
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record
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 Small Cap funds, and how steady the lead is, in the app
Value of 100, month-end
Mar 2026 to 14 Oct 2026Fund 118Nifty Smallcap 250 TRI 125
₹100 put in at the start of Mar 2026 would be ₹118 on 14 Oct 2026, against ₹125 in the Nifty Smallcap 250 TRI.
What does The Wealth Company Small Cap Fund cost?
1.79% a year on the direct plan, 3.72% on the regular plan; 34 of 36 funds in its category charge less.
Direct plan
1.79% a year
Category median 0.90%
Regular plan
3.72% a year
Category median 2.05%
Gap
1.93 points
for the same holdings
34 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Small Cap Fund
Who manages The Wealth Company Small Cap Fund?
Aparna Shanker, since None; Chinmay Sathe, since None.
Aparna Shanker
None years
since None
Chinmay Sathe
None years
since None
Benchmark as filedNIFTY SmallCap 250 index (TRI)
Exit load
1% - If redeemed/switched out within 1 year from the date of allotment. Nil - if redeemed/switched out after 1 year from the date of allotment
From 2 Scheme Summary Documents filed with NSE, first on 10 May 2026; as on 3 Sep 2026
What does The Wealth Company Small 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 Small Cap Fund?
Aparna Shanker (manager) since None; Chinmay Sathe (manager) since None.
What is the expense ratio of The Wealth Company Small Cap Fund?
1.79% a year on the direct plan and 3.72% on the regular plan (expense report, Oct 2026).
Inside the app
See The Wealth Company Small Cap Fund beside your own funds in Valarth
