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The Wealth Company Mutual Fund

The Wealth Company Multi Cap Fund

The Wealth Company Mutual Fund · Regular plan · Growth

  • Equity
  • Multi Cap Fund

Returns, and where it stands

Against the average multi cap 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.

Figures are for the Regular plan, and the rank compares it against the same plan of its peers, best first.

NAV history is not available for this fund yet.

How it compares

The Wealth Company Multi Cap Fund against other funds in the Multi Cap Fund category
Fund1Y3Y5YExpenseFund size
Axis Multicap Fund8.94%19.49%1.1%₹11,985 Cr
HSBC Multi Cap Fund7.24%18.95%0.84%₹6,503 Cr
Bank of India Multi Cap Fund10.97%18.29%0.74%₹1,335 Cr
LIC MF Multi Cap Fund8.53%18.19%0.82%₹2,254 Cr
Mahindra Manulife Multi Cap Fund11.76%17.37%16.11%0.87%₹7,662 Cr
ITI Multi Cap Fund10.97%16.95%14.3%0.84%₹1,543 Cr
The Wealth Company Multi Cap Fund

About The Wealth Company Multi Cap Fund

The Wealth Company Multi Cap Fund is a multi cap fund managed by The Wealth Company Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

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 are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

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

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹10.0032154663
DirectIDCW₹10.0032154666
RegularGrowth₹10.0005154664
RegularIDCW₹10.0005154665

Frequently asked questions

What is the NAV of The Wealth Company Multi Cap Fund today?

The NAV of The Wealth Company Multi Cap Fund, as of –.

What returns has The Wealth Company Multi Cap Fund given?

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

Which category does The Wealth Company Multi Cap Fund belong to?

It is a Multi Cap Fund from The Wealth Company Mutual Fund. Invest at least 25% each in large, mid and small caps, giving exposure across company sizes.

How are gains from The Wealth Company Multi Cap Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

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.