The Wealth Company Small Cap Fund Direct-Growth
Equity: Small Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Small CapBenchmark: NIFTY Smallcap 250 Total Return Index
NAV: ₹11.47-0.56%
17 Jul 2026
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Expense ratio of the scheme (2.16%) is higher than average expense ratio of the category (1.55%), excluding index funds and ETFs
This measures the relative expense of the scheme with respect to average expense ratio of the category. Investors should always prefer schemes with lower expense, everything else remaining the same
What is Expense ratio?
Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
The schemes seeks to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.