Wealth Company Asset Management Holdings Private Limited
SEBI-registered asset management company
About This AMC
Wealth Company Asset Management Holdings Private Limited is a SEBI-registered asset management company offering mutual fund schemes across equity, debt and hybrid categories. It currently offers 9 schemes. Explore all schemes managed by this fund house below.
Explore
Wealth Company Asset Management Holdings Private Limited
Mutual Funds
| Name | Fund Size | Expense Ratio | 3Y Returns |
|---|---|---|---|
The Wealth Company Arbitrage Fund Hybrid|Low to Moderate | ₹138 Cr | 1.61% | — |
The Wealth Company Balanced Advantage Fund Hybrid|Very High | ₹43 Cr | 1.33% | — |
The Wealth Company Ethical Fund Equity|Very High | ₹39 Cr | 1.17% | — |
The Wealth Company Flexi Cap Fund Equity|Very High | ₹239 Cr | 1.81% | — |
The Wealth Company Gold ETF FOF Commodity|High | ₹17 Cr | 0.23% | — |
The Wealth Company Liquid Fund Fixed Income|Low to Moderate | ₹852 Cr | 0.1% | — |
The Wealth Company Multi Asset Allocation Fund Hybrid|Very High | ₹212 Cr | 1.28% | — |
The Wealth Company Multi Cap Fund Equity|Very High | ₹138 Cr | 0.47% | — |
The Wealth Company Small Cap Fund Equity|Very High | ₹144 Cr | 2.05% | — |
Fund management
Aparna Shanker
Fund Manager
Umesh Sharma
Fund Manager
Chinmay Sathe
Fund Manager
FAQs
What is Wealth Company Asset Management Holdings Private Limited?
Wealth Company Asset Management Holdings Private Limited is a SEBI-registered asset management company (AMC) in India. It manages 9 mutual fund schemes with total assets under management (AUM) of Rs 1821.339 crore as of 22 October 2026. .
What is the AUM of Wealth Company Asset Management Holdings Private Limited?
Wealth Company Asset Management Holdings Private Limited manages total assets of Rs 1821.339 crore as of 22 October 2026.
How many mutual fund schemes does Wealth Company Asset Management Holdings Private Limited offer?
Wealth Company Asset Management Holdings Private Limited offers 9 mutual fund schemes: 4 equity, 1 debt, 3 hybrid. All of them are listed with current NAV, returns and expense ratio in the table on this page.
What is the expense ratio of Wealth Company Asset Management Holdings Private Limited mutual funds?
Expense ratios at Wealth Company Asset Management Holdings Private Limited range from 0.1% to 2.05%, averaging 1.12% across 9 schemes. The Wealth Company Liquid Fund is the cheapest at 0.1%. Direct plans cost less than regular plans because they carry no distributor commission - the figures on this page are for direct plans.
Are there any charges to invest in Wealth Company Asset Management Holdings Private Limited funds on Trend Money?
Trend Money charges zero commission on direct plans of Wealth Company Asset Management Holdings Private Limited schemes. What you pay is the scheme's own expense ratio (0.1%-2.05%), any exit load if you redeem early, and government stamp duty of 0.005% on every purchase. There is no account opening or maintenance fee.
.svg){kind=small}