Fund research

The Wealth Company Small Cap Fund - Direct Plan - Growth

Equity Scheme - Small Cap Fund
Direct Plan Growth Option ISIN: INF2F0001537 Scheme Code: 154269
Latest NAV₹12.01As of 28-Aug-2026
1-day change+0.10%Based on NAV movement
3-year return+60.81%Annualised CAGR
CategoryEquity Scheme - Small Cap FundFund classification

About The Wealth Company Small Cap Fund - Direct Plan - Growth

The Wealth Company Small Cap Fund - Direct Plan - Growth is an Equity Scheme - Small Cap Fund scheme from The Wealth Company Mutual Fund. The fund currently has a latest NAV (Direct Plan, Growth Option) of ₹12.01 as of 28-Aug-2026.

NAV
₹12.01
As of 28-Aug-2026 · +0.10%
3Y Return (CAGR)
+60.81%
Annualised, from NAV history

NAV Performance

NAV history
NAV only · not market price

Fund Returns

PeriodStart NAVLatest NAVAbsolute ReturnCAGR / Annualised
1M ₹11.37
28 Jul 2026
₹12.01 +5.59% +89.90%
3M ₹10.97
27 May 2026
₹12.01 +9.44% +42.53%
6M ₹9.87
30 Mar 2026
₹12.01 +21.70% +60.81%
1Y ₹9.87
30 Mar 2026
₹12.01 +21.70% +60.81%
3Y ₹9.87
30 Mar 2026
₹12.01 +21.70% +60.81%
5Y ₹9.87
30 Mar 2026
₹12.01 +21.70% +60.81%
10Y ₹9.87
30 Mar 2026
₹12.01 +21.70% +60.81%
ALL ₹9.87
30 Mar 2026
₹12.01 +21.70% +60.81%

Returns and Rankings

Name3Y5Y10YAll
Fund returns +60.81% +60.81% +60.81% +60.81%

Return Calculator

₹100 / month
Over the pastTotal investmentWould've becomeHistoric returns

Scheme Information

Scheme Name
The Wealth Company Small Cap Fund - Direct Plan - Growth
Scheme Code
154269
Fund House
The Wealth Company Mutual Fund
Category
Equity Scheme - Small Cap Fund
ISIN (Growth)
INF2F0001537
Risk

FAQs

The latest NAV is ₹12.01 as of 28-Aug-2026, sourced from AMFI India.

Annualised (CAGR) returns, calculated from historical NAV: 3Y +60.81%, 5Y +60.81%, 10Y +60.81%.

P/E and P/B ratios are not available for this fund from AMFI or MFAPI.
NAV data source: AMFI India NAVAll.txt (today's NAV, ISIN) and MFAPI.in (historical NAV used for returns, CAGR and the chart above)..