The Wealth Company Multi Asset Allocation Fund Regular Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF2F0001313

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

09 Dec 2025

About this fund

This fund has been in existence for 7 days, having been launched on 09-Dec-25

You can start investing in The Wealth Company Multi Asset Allocation Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Risk & Performance Ratios

Fund Managers

Umesh Sharma

Since December 2025

Aparna Shanker

Since December 2025

Varun Nanavati

Since December 2025

Additional Scheme Details

ISIN

INF2F0001313

Expense Ratio

Exit Load

1.00%

Fund Size

Age

0 month

Lumpsum Minimum

₹1,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty Short Duration Debt Index PR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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The Wealth Company Multi Asset Allocation Fund Regular Growth High Risk	-	1.0%	-	-
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Franklin India Multi Asset Allocation Fund Regular Growth Very High Risk	1.9%	0.0%	₹2224.76 Cr	-
Franklin India Multi Asset Allocation Fund Direct Growth Very High Risk	0.2%	0.0%	₹2224.76 Cr	-
Canara Robeco Multi Asset Allocation Fund Direct Growth Very High Risk	0.6%	1.0%	₹1138.94 Cr	-
Canara Robeco Multi Asset Allocation Fund Regular Growth Very High Risk	2.1%	1.0%	₹1138.94 Cr	-
LIC MF Multi Asset Allocation Fund Regular Growth Very High Risk	0.6%	1.0%	₹841.43 Cr	-
LIC MF Multi Asset Allocation Fund Regular Growth Very High Risk	2.2%	1.0%	₹841.43 Cr	-
Samco Multi Asset Allocation Fund Direct Growth Very High Risk	0.5%	1.0%	₹357.27 Cr	-
Samco Multi Asset Allocation Fund Regular Growth Very High Risk	2.1%	1.0%	₹357.27 Cr	-
Invesco India Multi Asset Allocation Fund Regular Growth Very High Risk	1.8%	1.0%	₹594.59 Cr	-
Invesco India Multi Asset Allocation Fund Direct Growth Very High Risk	0.6%	1.0%	₹594.59 Cr	-
Union Multi Asset Allocation Fund Regular Growth Very High Risk	2.2%	1.0%	₹807.88 Cr	15.4%
Union Multi Asset Allocation Fund Direct Growth Very High Risk	1.0%	1.0%	₹807.88 Cr	16.8%
Bajaj Finserv Multi Asset Allocation Fund Direct Growth Very High Risk	0.5%	1.0%	₹1331.01 Cr	15.7%
Bajaj Finserv Multi Asset Allocation Fund Regular Growth Very High Risk	2.0%	1.0%	₹1331.01 Cr	13.9%
Mahindra Manulife Multi Asset Allocation Fund Direct Growth Very High Risk	0.3%	0.0%	₹833.85 Cr	19.3%
Mahindra Manulife Multi Asset Allocation Fund Regular Growth Very High Risk	1.9%	0.0%	₹833.85 Cr	17.3%
Quantum Multi Asset Allocation Fund Regular Growth High Risk	2.0%	1.0%	₹49.85 Cr	10.7%
Quantum Multi Asset Allocation Fund Direct Growth High Risk	0.4%	1.0%	₹49.85 Cr	12.5%
HSBC Multi Asset Allocation Fund Direct Growth Very High Risk	0.5%	1.0%	₹2474.50 Cr	6.7%
HSBC Multi Asset Allocation Fund Regular Growth Very High Risk	1.8%	1.0%	₹2474.50 Cr	5.2%
Bank of India Multi Asset Allocation Fund Regular Growth Very High Risk	1.9%	1.0%	₹340.15 Cr	6.6%
Bank of India Multi Asset Allocation Fund Direct Growth Very High Risk	0.9%	1.0%	₹340.15 Cr	7.8%
Mirae Asset Multi Asset Allocation Fund Regular Growth High Risk	1.9%	1.0%	₹2626.75 Cr	14.5%
Mirae Asset Multi Asset Allocation Fund Direct Growth High Risk	0.4%	1.0%	₹2626.75 Cr	16.3%
Bandhan Multi Asset Allocation Fund Regular Growth Very High Risk	1.9%	0.0%	₹2522.53 Cr	14.7%
Bandhan Multi Asset Allocation Fund Direct Growth Very High Risk	0.5%	0.0%	₹2522.53 Cr	16.5%
Sundaram Multi Asset Allocation Fund Direct Growth High Risk	0.4%	1.0%	₹3014.52 Cr	17.5%
Sundaram Multi Asset Allocation Fund Regular Growth High Risk	1.8%	1.0%	₹3014.52 Cr	15.9%
DSP Multi Asset Allocation Fund Regular Growth Very High Risk	1.5%	1.0%	₹5586.87 Cr	18.7%
DSP Multi Asset Allocation Fund Direct Growth Very High Risk	0.3%	1.0%	₹5586.87 Cr	20.2%
Kotak Multi Asset Allocation Fund Direct Growth High Risk	0.5%	1.0%	₹9869.31 Cr	17.3%
Kotak Multi Asset Allocation Fund Regular Growth High Risk	1.7%	1.0%	₹9869.31 Cr	15.7%
Shriram Multi Asset Allocation Fund Direct Growth Very High Risk	0.7%	1.0%	₹139.60 Cr	7.0%
Shriram Multi Asset Allocation Fund Regular Growth Very High Risk	2.4%	1.0%	₹139.60 Cr	5.1%
Baroda BNP Paribas Multi Asset Fund Regular Growth Very High Risk	2.1%	1.0%	₹1292.08 Cr	9.9%
Baroda BNP Paribas Multi Asset Fund Direct Growth Very High Risk	0.9%	1.0%	₹1292.08 Cr	11.2%
Edelweiss Multi Asset Allocation Fund Regular Growth Low to Moderate Risk	0.7%	0.0%	₹2432.07 Cr	6.9%
Edelweiss Multi Asset Allocation Fund Direct Growth Low to Moderate Risk	0.4%	0.0%	₹2432.07 Cr	7.3%
Axis Multi Asset Allocation Fund Regular Growth Very High Risk	2.0%	1.0%	₹1785.58 Cr	11.4%
UTI Multi Asset Fund Direct Growth High Risk	0.6%	1.0%	₹6551.14 Cr	10.1%
Axis Multi Asset Allocation Fund Direct Growth Very High Risk	1.0%	1.0%	₹1785.58 Cr	12.6%
HDFC Multi - Asset Fund Direct Growth High Risk	0.8%	1.0%	₹5303.17 Cr	12.1%
ICICI Prudential Multi-Asset Fund Direct Growth Very High Risk	0.7%	1.0%	₹75067.36 Cr	15.7%
SBI Multi Asset Allocation Fund Direct Growth High Risk	0.6%	1.0%	₹12011.68 Cr	16.4%

Risk Level

Your principal amount will be at High Risk

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What is the current NAV of The Wealth Company Multi Asset Allocation Fund Regular Growth?

The NAV of The Wealth Company Multi Asset Allocation Fund Regular Growth, as of 15-Dec-2025, is ₹10.04.

Who manages the The Wealth Company Multi Asset Allocation Fund Regular Growth?

The fund managers responsible for The Wealth Company Multi Asset Allocation Fund Regular Growth are:-

Umesh Sharma
Aparna Shanker
Varun Nanavati

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

Expense Ratio

ISIN

INF2F0001313

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

09 Dec 2025

Risk Level

Your principal amount will be at High Risk