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The Wealth Company Small Cap Fund Direct Growth
NAV: 05 Mar '26
₹10.00
Min. for SIP
₹2,000
Fund size
₹0.00 Cr
Expense ratio
--
Minimum investments
Min. for 1st investment
₹10,000
Min. for 2nd investment
₹10,000
Min. for SIP
₹2,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -- | -- | -- | -- |
| Category average (null null) | -- | -- | -- | -- |
| Rank (null null) | -- | -- | -- | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 1 Year.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
--
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Franklin India Mid Cap Fund Direct Growth | +12.19% | +20.90% | 12,223.43 | |
Nippon India Small Cap Fund Direct Growth | +12.50% | +20.17% | 65,812.16 | |
HDFC Small Cap Fund Direct Growth | +14.25% | +17.76% | 36,940.54 | |
Franklin India Small Cap Fund Direct Growth | +8.44% | +17.30% | 12,763.51 | |
Franklin India Technology Fund Direct Growth | -4.32% | +16.37% | 1,937.75 | |
| Compare | ||||
Fund management
ASAparna ShankerMar 2026 - PresentView details
AS
Aparna Shanker
Mar 2026 - Present
View details
About The Wealth Company Small Cap Fund Direct Growth
The Wealth Company Small Cap Fund Direct Growth is a -- Mutual Fund Scheme launched by The Wealth Company Mutual Fund. This scheme was made available to investors on 18 Jul 2025. Aparna Shanker is the Current Fund Manager of The Wealth Company Small Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,374 Cr and the Latest NAV as of 05 Mar 2026 is ₹10.00.
The The Wealth Company Small Cap Fund Direct Growth is rated -- risk. Minimum SIP Investment is set to ₹2,000. Minimum Lumpsum Investment is ₹10,000. Exit load of 1%, if redeemed within 1 Year.
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Investment Objective
The schemes seeks to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.
Fund benchmarkNIFTY Smallcap 250 Total Return Index
Fund house
Rank (total assets)--
Total AUM₹1,374.13 Cr
Date of Incorporation18 Jul 2025
Launch Date18 Jul 2025
AddressPantomath Nucleus House,Saki Vihar Road, Andheri (E),Mumbai, Maharashtra Mumbai 400072
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,