The Wealth Company Liquid Fund

Q: How to invest in The Wealth Company Liquid Fund through Rupeezy?

Open the Rupeezy app. If you're on the Stocks or F&O screen, switch to the Mutual Funds section. Tap on Explore to browse available mutual fund schemes. Select the The Wealth Company Liquid Fund (or any fund you want to invest in). Choose your investment mode: Lumpsum or SIP. Enter the investment amount. Complete the payment using UPI, Net Banking, or other available options.

Q: Is The Wealth Company Liquid Fund good?

The The Wealth Company Liquid Fund has an AUM of ₹484.05 Cr as on 4/5/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 6.83%. The risk is Low to Moderate against the category average of 21.94.

Q: Is The Wealth Company Liquid Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of The Wealth Company Liquid Fund?

There is no lock-in period applicable on The Wealth Company Liquid Fund.

Q: What is the expense ratio of The Wealth Company Liquid Fund?

The expense ratio of The Wealth Company Liquid Fund is 0.23%.

Debt

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Liquid

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Fund Details

Current NAV

₹1030.48

Expense Ratio

0.23%

Min SIP

₹250

Fund Size

₹484Cr

Min Investment

₹1.00K

Lock In

Scheme Information Document

Exit load: 0.007% for Day 1, 0.0065% on Day 2, 0.0060% on Day 3, 0.0055% on Day 4, 0.0050% on Day 5, 0.0045% on Day 6, NIL on or after 7D

Fund Performance

Alpha

-0.06%

Beta

-0.00

Sharpe Ratio

-1.21489

Risk

Above numbers are based upon past 3 years

Returns Calculator

Per Month - ₹10.0K

Over the past

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Total Investment of ₹1,20,000

Would have become

₹1,49,748.59

(0.00)%

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

The Wealth Company Liquid Fund FAQs

Q1. How to invest in The Wealth Company Liquid Fund through Rupeezy?

Q2. Is The Wealth Company Liquid Fund good?

Q3. Is The Wealth Company Liquid Fund tax free?

Q4. What is the lock-in period of The Wealth Company Liquid Fund?

Q5. What is the expense ratio of The Wealth Company Liquid Fund?

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