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The Wealth Company Mutual Fund

The Wealth Company Arbitrage Fund

The Wealth Company Mutual Fund · Direct plan · Growth

NAV
₹10.61
▲ 0.17% · 18 Sept 2026
Fund size
₹150 Cr
Expense ratio
1.69%
a year
Minimum SIP
₹250

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.54 and has returned – over a year.

Returns, and where it stands

Against the average arbitrage fund, and its place among them. Anything longer than a year is a yearly rate.

This fund does not have enough NAV history yet to show returns.

Every period, and the Regular plan →
PeriodDirectRegular
1 month0.6%0.6%
3 months1.7%1.5%
6 months3.1%2.8%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Oct 2025.

Plan

NAV history

▲ 5.97% in the last 1Y

10.010.310.617 Oct 20257 Apr 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹60,000
Gain
₹2,064
XIRR (per year)
6.5%
Value today
₹62,064

12 monthly instalments from 17 Oct 2025, valued at the latest NAV. Past returns do not guarantee future returns.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
14 Oct 2025
Expense ratio
1.69%
as of 31 Aug 2026

Managed by Aparna Shanker, Rouhak Shah, Neeraj Jain

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

The Wealth Company Arbitrage Fund against other funds in the Arbitrage Fund category
Fund1Y3Y5YExpenseFund size
Kotak Arbitrage Fund6.89%7.53%6.95%2.4%₹75,712 Cr
Tata Arbitrage Fund6.85%7.51%6.82%1.71%₹24,950 Cr
Invesco India Arbitrage Fund6.94%7.51%7.06%0.39%₹30,618 Cr
Aditya Birla Sun Life Arbitrage Fund6.92%7.5%6.82%1.25%₹27,237 Cr
Edelweiss Arbitrage Fund6.84%7.47%6.9%1.76%₹14,849 Cr
ITI Arbitrage Fund7.02%7.46%6.27%1.15%₹63 Cr
The Wealth Company Arbitrage Fund1.69%₹150 Cr

About The Wealth Company Arbitrage Fund

The Wealth Company Arbitrage Fund is a arbitrage fund managed by The Wealth Company Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

To generate income through arbitrage opportunities and permitted debt instruments. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

The scheme's stated objective, as published by The Wealth Company Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹10.6078153891
DirectIDCW₹10.6064153893
RegularGrowth₹10.5423153892
RegularIDCW₹10.542153894

Frequently asked questions

What is the NAV of The Wealth Company Arbitrage Fund today?

The NAV of The Wealth Company Arbitrage Fund (Direct plan, Growth) is ₹10.6078 and the Regular plan NAV is ₹10.5423, as of 18 Sept 2026.

What returns has The Wealth Company Arbitrage Fund given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

What is the expense ratio of The Wealth Company Arbitrage Fund?

The Direct plan charges 1.69% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in The Wealth Company Arbitrage Fund?

You can start a monthly SIP with ₹250, or invest a lump sum of ₹100 or more.

How much has The Wealth Company Arbitrage Fund fallen in the past?

Its deepest fall was 0.6% from 3 Aug 2026 to 6 Aug 2026.

Which category does The Wealth Company Arbitrage Fund belong to?

It is a Arbitrage Fund from The Wealth Company Mutual Fund. Earn the price difference between the cash and futures markets. Low risk, and taxed as equity, which makes them tax-efficient for short periods.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from The Wealth Company Arbitrage Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.