Equity
●
Thematic
Current NAV
NA
Expense Ratio
2.25%
Min SIP
₹250
Fund Size
NA
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 30D, Nil after 30D
Alpha
NA
Beta
0.00
Sharpe Ratio
0
Risk
NA
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(0.00)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Aparna Shanker
The Wealth Company Ethical FundTotal assets under management
₹0 Crores
Date of incorporation
27 Sept 2018
Ans.
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Ans. The The Wealth Company Ethical Fund has an AUM of ₹0.00 Cr as on 11/6/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 18.33%. The risk is Very High against the category average of 65.67.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on The Wealth Company Ethical Fund.
Ans. The expense ratio of The Wealth Company Ethical Fund is 2.25%.