Funds similar to The Wealth Company Ethical Fund Direct-Growth in the Equity: Thematic-Other category include ICICI Prudential India Opportunities Fund Direct-Growth, HDFC Defence Fund Direct-Growth, and Franklin India Opportunities Direct Fund-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of The Wealth Company Ethical Fund Direct-Growth in its category?

The category rank of The Wealth Company Ethical Fund Direct-Growth is shown in the Trailing Returns section above.

How does The Wealth Company Ethical Fund Direct-Growth's expense ratio compare to similar funds?

The Wealth Company Ethical Fund Direct-Growth has an expense ratio of 1.16%. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an expense ratio of 0.91% and HDFC Defence Fund Direct-Growth has 0.87%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does The Wealth Company Ethical Fund Direct-Growth's AUM compare to similar funds?

The Wealth Company Ethical Fund Direct-Growth has an AUM of ₹38.94 crore. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an AUM of ₹37,256.8 crore and HDFC Defence Fund Direct-Growth has ₹10,529.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: Thematic-Other?

The top performing fund in the Equity: Thematic-Other category on a 3-year basis is HDFC Defence Fund Direct-Growth with a CAGR of 40.91% as of 16 Jul 2026. The Wealth Company Ethical Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does The Wealth Company Ethical Fund Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of The Wealth Company Ethical Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.