Wealth Company Mutual Fund, India’s first woman-led AMC, is the asset management arm of the Pantomath Group, a SEBI-registered investment management firm, known for its deep expertise in merchant banking, private equity, and capital markets.
The company received final approval and a Certificate of Registration from SEBI (Securities and Exchange Board of India) on July 18, 2025, to commence operations as a registered Asset Management Company.
The mutual fund house launched its debut offerings on September 24, 2025, with four New Fund Offers (NFOs): the Flexi Cap Fund, Arbitrage Fund, Ethical Fund, and Liquid Fund. Notably, The Wealth Company Mutual Fund also became the first AMC in India to launch NFOs on the Open Network for Digital Commerce (ONDC).
The AMC aims to democratise wealth creation for retail investors across the country with a strong focus on Tier-3 and beyond markets.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | 7Y Returns | 10Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
The Wealth Company Small Cap Fund | Equity | Very High | 10.98 | 1.79 | -- | -- | -- | -- | -- | -- | ₹143 | Exit load of 1%, if redeemed within 1 Year. |
The Wealth Company WSIF Equity Ex Top 100 Long Short Fund | Equity | Very High | 10.10 | 0.39 | -- | -- | -- | -- | -- | -- | ₹75 | - |
The Wealth Company Ethical Fund | Equity | Very High | 9.13 | 1.15 | -8.8% | -- | -- | -- | -- | -- | ₹39 | Exit load of 1%, if redeemed within 30 days. |
The Wealth Company Mid Cap Fund | Equity | Very High | 9.09 | 2.26 | -- | -- | -- | -- | -- | -- | ₹172 | Exit load of 1%, if redeemed within 180 days. |
The Wealth Company WSIF Equity Long Short Fund | Equity | Very High | 9.99 | 0.39 | -- | -- | -- | -- | -- | -- | ₹42 | - |
The Wealth Company Multi Asset Allocation Fund | Hybrid | Very High | 10.41 | 1.23 | -- | -- | -- | -- | -- | -- | ₹211 | Exit load of 1%, if redeemed within 30 Days. |
The Wealth Company Flexi Cap Fund | Equity | Very High | 9.24 | 1.88 | -7.8% | -- | -- | -- | -- | -- | ₹238 | Exit load of 1%, if redeemed within 30 days. |
The Wealth Company Large & Mid Cap Fund | Equity | Very High | 9.51 | 2.03 | -- | -- | -- | -- | -- | -- | ₹108 | Exit load of 1%, if redeemed within 120 days. |
The Wealth Company Multi Cap Fund | Equity | Very High | 9.49 | 4.86 | -- | -- | -- | -- | -- | -- | ₹138 | Exit load of 1%, if redeemed within 180 Days. |
The Wealth Company Liquid Fund | Debt | Moderate | 1,067.18 | 0.1 | 6.5% | -- | -- | -- | -- | -- | ₹852 | Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days. See more |
The Wealth Company Balanced Advantage Fund | Hybrid | Very High | 9.44 | 1.26 | -- | -- | -- | -- | -- | -- | ₹42 | Exit load of 1%, if redeemed within 180 days. |
The Wealth Company Arbitrage Fund | Hybrid | Moderate | 10.66 | 1.5 | 6.4% | -- | -- | -- | -- | -- | ₹137 | Exit load of 0.25%, if redeemed within 7 days. |
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| Mutual fund name | The Wealth Company Mutual Fund | |||
| Asset management company name | The Wealth Company Mutual Fund | |||
| AMC Setup Date | 18 Jul 2025 | |||
| AMC Incorporation Date | 18 Jul 2025 | |||
| Sponsor name | Pantomath Capital Advisors Private Limited | |||
| Trustee organisation | Pantomath Trustee Private Limited | |||
| Name of trustees | Mr Hukum Chand Jain – Independent Director | Mr Krishan Kumar Jalan – Associate Director | Mr Ram Sewak Sharma – Independent Director | Ms Rashmi Verma – Independent Director |
| MD | Madhu Lunawat | |||
| CEO | Madhu Lunawat(Managing Director and Chief Executive Officer) | |||
| CIO | Aparna Shanker(Chief Investment Officer-Equity), Umesh Sharma(Chief Investment Officer-Debt) | |||
| Compliance Officer | Suruchi Wanare | |||
| Investor Service Officer | Mr Sachin Shah | |||
| Total AUM (as of end of last quarter) | ₹2,117.37Cr | |||
| Address | Pantomath Nucleus House,Saki Vihar Road, Andheri (E),Mumbai, Maharashtra Mumbai 400072 |
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Fund Performance: The The Wealth Company Small Cap Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Small Cap Fund is ₹10,000 and for SIP, it is ₹2,000.
| Min Investment Amt | ₹10,000 |
|---|---|
| AUM | ₹143Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company WSIF Equity Ex Top 100 Long Short Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company WSIF Equity Ex Top 100 Long Short Fund is ₹10,00,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹10,00,000 |
|---|---|
| AUM | ₹75Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company Ethical Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Ethical Fund is ₹1,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹39Cr |
| 1Y Returns | -8.8% |
Fund Performance: The The Wealth Company Mid Cap Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Mid Cap Fund is ₹1,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹172Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company WSIF Equity Long Short Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company WSIF Equity Long Short Fund is ₹10,00,000 and for SIP, it is ₹1,000.
| Min Investment Amt | ₹10,00,000 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company Multi Asset Allocation Fund comes under the Hybrid category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Multi Asset Allocation Fund is ₹1,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹211Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company Flexi Cap Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Flexi Cap Fund is ₹1,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹238Cr |
| 1Y Returns | -7.8% |
Fund Performance: The The Wealth Company Large & Mid Cap Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Large & Mid Cap Fund is ₹1,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹108Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company Multi Cap Fund comes under the Equity category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Multi Cap Fund is ₹1,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹138Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company Liquid Fund comes under the Debt category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Liquid Fund is ₹100 and for SIP, it is ₹250.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹852Cr |
| 1Y Returns | 6.5% |
Fund Performance: The The Wealth Company Balanced Advantage Fund comes under the Hybrid category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Balanced Advantage Fund is ₹5,000 and for SIP, it is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹42Cr |
| 1Y Returns | -- |
Fund Performance: The The Wealth Company Arbitrage Fund comes under the Hybrid category of The Wealth Company Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for The Wealth Company Arbitrage Fund is ₹100 and for SIP, it is ₹250.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹137Cr |
| 1Y Returns | 6.4% |
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