Wealth Company Mutual Fund

The Wealth Company Gold ETF-Face Value Inr 10/- and Paid Up Value Inr 10/- Open Ended Scheme

Wealth Company Mutual Fund

Expense Ratio: -
Risk: -
Other Scheme - Gold ETF
Plan: Regular
Benchmark: -
Inception: 16-12-2025
Exit Load: Nil
Fund Size:₹12.71 Cr

Performance

1Y
FundN/A
Cat. Avg.42.82%
2Y
FundN/A
Cat. Avg.38.05%
3Y
FundN/A
Cat. Avg.32.23%
5Y
FundN/A
Cat. Avg.23.08%
10Y
FundN/A
Cat. Avg.-27.50%
SI
Fund-8.68%
Cat. Avg.-15.93%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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Wealth Company Mutual Fund
NAV / Fund Size₹10.44₹199.12 Cr
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-

-

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4.30%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 May, 261500014355-4.3%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Apr, 261 L.93560-6.4%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
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Beat inflation and compound wealth faster with an annual step-up.

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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