Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | – | – | – | – | – | – | – | – | – |
NAV history
About this fund
The Wealth Company Multi Cap Fund is a diversified equity fund offered by The Wealth Company Mutual Fund, classified under Equity as Equity Scheme - Multi Cap Fund. Spreading across market sizes gives it broad diversification within equities. Its latest NAV is ₹10.00.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
The Wealth Company Multi Cap Fund does not yet have a full one-year track record, so trailing returns are limited.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund Equity Scheme - Multi Cap Fund | -2.28 | -1.45 | 8.60 | -1.98 | 13.51 | 16.87 | 15.52 | 0.58 |
| Baroda BNP Paribas Multi Cap Fund Equity Scheme - Multi Cap Fund | -2.79 | 0.73 | 13.02 | 1.35 | 15.09 | 13.12 | 14.44 | 0.75 |
| Invesco India Multi Cap Fund Equity Scheme - Multi Cap Fund | -1.26 | 3.11 | 18.92 | 0.35 | 13.95 | 12.12 | 14.55 | 0.62 |
| ICICI Prudential Multi Cap Fund Equity Scheme - Multi Cap Fund | -2.62 | -0.66 | 14.93 | 6.33 | 15.94 | 14.97 | 14.68 | 0.78 |
| Quant Multi Cap Fund Equity Scheme - Multi Cap Fund | -0.02 | 1.47 | 19.83 | 5.63 | 10.54 | 12.03 | 17.95 | 0.61 |
| Mahindra Manulife Multi Cap Fund Equity Scheme - Multi Cap Fund | -1.05 | 4.71 | 19.51 | 11.52 | 17.89 | 16.31 | – | 0.45 |
| ITI Multi Cap Fund Equity Scheme - Multi Cap Fund | -1.31 | 2.66 | 19.41 | 11.59 | 17.72 | 14.55 | – | 0.54 |
| Aditya Birla Sun Life Multi-Cap Fund Equity Scheme - Multi Cap Fund | -1.12 | 4.81 | 18.98 | 7.57 | 14.93 | 13.20 | – | 0.67 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| The Wealth Company Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.28 | 1.56 | 3.07 | – | – | – | – | 0.20 |
| THE WEALTH COMPANY ETHICAL FUND Equity Scheme - Sectoral/Thematic | -2.72 | -1.19 | 10.67 | – | – | – | – | 0.61 |
| The Wealth Company Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -2.05 | 0.92 | 8.44 | – | – | – | – | 0.35 |
| The Wealth Company Gold ETF FOF Other Scheme - FoF Domestic | -4.15 | 4.61 | 3.68 | – | – | – | – | 0.19 |
| The Wealth Company Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -1.79 | -0.32 | 4.64 | – | – | – | – | 0.29 |
| The Wealth Company Small Cap Fund Equity Scheme - Small Cap Fund | -0.69 | 4.59 | – | – | – | – | – | 0.34 |
| The Wealth Company Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -3.59 | 0.25 | – | – | – | – | – | 0.39 |
| The Wealth Company Mid Cap Fund Equity Scheme - Mid Cap Fund | -1.66 | – | – | – | – | – | – | 0.40 |