Which funds are similar to The Wealth Company Ethical Fund Direct-Growth?
Funds similar to The Wealth Company Ethical Fund Direct-Growth are listed in the peer comparison table above, where you can compare them across returns, risk metrics, expense ratio, and portfolio composition.
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%. 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. 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 tracking NIFTY 500 Shariah Total Return Index?
The top performing fund in the Equity: Thematic-Other category is shown in the peer comparison table above.
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.
