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The Wealth Company Mutual Fund

The Wealth Company Liquid Fund

The Wealth Company Mutual Fund · Direct plan · Growth

NAV
₹1,062.27
▲ 0.03% · 20 Sept 2026
Fund size
₹818 Cr
Expense ratio
0.1%
a year
Minimum SIP
₹250

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹1,060.66 and has returned – over a year.

Returns, and where it stands

Against the average liquid 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 month0.5%0.5%
3 months1.6%1.6%
6 months3.5%3.4%

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

▲ 6.12% in the last 1Y

1,0021,0321,06116 Oct 20253 Apr 202620 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
₹2,149
XIRR (per year)
6.75%
Value today
₹62,149

12 monthly instalments from 16 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
0.1%
as of 31 Aug 2026

Managed by Umesh Sharma, Neeraj Jain, Varun Nanavati

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 Liquid Fund against other funds in the Liquid Fund category
Fund1Y3Y5YExpenseFund size
Aditya Birla Sun Life Liquid Fund6.57%7.02%6.42%0.18%₹69,830 Cr
Edelweiss Liquid Fund6.54%7.01%6.4%0.1%₹13,272 Cr
Axis Liquid Fund6.58%7.01%6.41%0.12%₹56,438 Cr
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)6.57%7%0.12%₹9,094 Cr
Franklin India Liquid Fund6.54%7%6.37%0.14%₹6,082 Cr
DSP Liquid Fund6.54%6.99%6.38%0.12%₹27,920 Cr
The Wealth Company Liquid Fund0.1%₹818 Cr

About The Wealth Company Liquid Fund

The Wealth Company Liquid Fund is a liquid fund managed by The Wealth Company Mutual Fund. Invest in debt and money market securities maturing within 91 days. Low risk, withdrawals usually reach your bank the next working day; an alternative to a savings account for short-term money.

The investment objective of the scheme is to provide opportunity to invest in a portfolio of money market and debt securities having maturity of up to 91 days only.

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

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

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

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹1,062.2701153883
DirectDaily IDCW₹1,002.0026153887
DirectMonthly IDCW₹1,006.6427153884
DirectWeekly IDCW₹1,002.9006153889
RegularGrowth₹1,060.6593153888
RegularDaily IDCW₹1,002.00153886
RegularMonthly IDCW₹1,006.5069153890
RegularWeekly IDCW₹1,002.8607153885

Frequently asked questions

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

The NAV of The Wealth Company Liquid Fund (Direct plan, Growth) is ₹1,062.2701 and the Regular plan NAV is ₹1,060.6593, as of 20 Sept 2026.

What returns has The Wealth Company Liquid 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 Liquid Fund?

The Direct plan charges 0.1% 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 Liquid Fund?

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

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

Its deepest fall was 0% from 5 Jul 2026 to 7 Jul 2026.

Which category does The Wealth Company Liquid Fund belong to?

It is a Liquid Fund from The Wealth Company Mutual Fund. Invest in debt and money market securities maturing within 91 days. Low risk, withdrawals usually reach your bank the next working day; an alternative to a savings account for short-term money.

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 Liquid Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

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.