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The Wealth Company Mutual Fund schemes

The 4 The Wealth Company funds with a direct plan and at least a year behind them: returns over 1, 3 and 5 years, and where each equity fund ranks in its category.

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The Wealth Company equity funds, with their category ranks

Direct plans, growth option. Annualised returns to 19 Oct 2026. The rank is each fund's place among the funds of its own category.

FundCategory1 year3 years5 yearsRank in category
The Wealth Company Flexi Cap FundFlexi Cap-5.5%n/an/a31 of 42, 1 year

The Wealth Company debt funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

FundCategory1 year3 years5 years
The Wealth Company Liquid FundLiquid6.5%n/an/a

The Wealth Company hybrid funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

FundCategory1 year3 years5 years
The Wealth Company Arbitrage FundArbitrage6.4%n/an/a

The Wealth Company sector and theme funds

Direct plans, growth option, in alphabetical order. These are listed with their returns and are not ranked.

FundCategory1 year3 years5 years
The Wealth Company Ethical FundSectoral and Thematic-6.8%n/an/a
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Questions

How many schemes does The Wealth Company Mutual Fund have?

This page lists 4 The Wealth Company schemes: every open-ended fund of the house with a direct plan and at least a year of history, of which 1 are diversified equity funds. Exchange traded funds and newer funds are not included.

How are The Wealth Company funds ranked here?

Each diversified equity fund is ranked against the funds of its own category, by the annualised return of its direct plan. Debt, hybrid, index and sector funds are listed with their returns and are not ranked, because returns across them are not like for like.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.