Hybrid
●
Multi Asset Allocation
Current NAV
NA
Expense Ratio
NA
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
NA
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 Equity Savings FundTotal assets under management
₹0 Crores
Date of incorporation
27 Sept 2018
Ans.
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Ans. The The Wealth Company Equity Savings Fund has an AUM of ₹0.00 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.57%. The risk is High against the category average of 62.53.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on The Wealth Company Equity Savings Fund.
Ans. The expense ratio of The Wealth Company Equity Savings Fund is 0%.