The Wealth Company Mutual Fund
The Wealth Company Mutual Fund is a newer entrant in the Indian mutual fund landscape, backed by the Pantomath group ecosystem and positioned with a contemporary, brand-led approach to broadening investor participation. As an emerging AMC, its proposition typically centres on accessibility, communications-led investing, and building a differentiated suite over time.
From a content standpoint, the safest and most accurate framing is to keep it “role-based”: investors should judge schemes by objective and fit, while recognising the AMC is still in the early phase of its mutual fund journey.
List of The Wealth Company Mutual Funds
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
The Wealth Company Small Cap Fund - Direct Growth
|
39 | - | - | |
The Wealth Company Ethical Fund - Direct Growth
|
34 | - | - | |
The Wealth Company Liquid Fund - Direct Growth
|
484 | - | - | |
| The Wealth Company Balanced Advantage Fund-Dir Growth
|
42 | - | - | |
The Wealth Company Multi Asset Allocation Fund-Dir Growth
|
142 | - | - | |
The Wealth Company Arbitrage Fund - Direct Growth
|
154 | - | - | |
The Wealth Company Gold ETF FOF - Direct Growth
|
13 | - | - | |
The Wealth Company Flexi Cap Fund - Direct Growth
|
195 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
The Wealth Company Small Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 39 |
||
The Wealth Company Ethical Fund - Direct Growth
|
- Fund Size (Cr.) - 34 |
||
The Wealth Company Liquid Fund - Direct Growth
|
- Fund Size (Cr.) - 484 |
||
| The Wealth Company Balanced Advantage Fund-Dir Growth
|
- Fund Size (Cr.) - 42 |
||
The Wealth Company Multi Asset Allocation Fund-Dir Growth
|
- Fund Size (Cr.) - 142 |
||
The Wealth Company Arbitrage Fund - Direct Growth
|
- Fund Size (Cr.) - 154 |
||
The Wealth Company Gold ETF FOF - Direct Growth
|
- Fund Size (Cr.) - 13 |
||
The Wealth Company Flexi Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 195 |
The Wealth Company Mutual Fund Key Information
Closed NFO
-
-
09 Jan 2026
Launch Date
23 Jan 2026
Closed Date
-
-
16 Dec 2025
Launch Date
22 Dec 2025
Closed Date
Other Calculators
Frequently Asked Questions
Yes, where direct plans are available, you can typically invest online through 5paisa with scheme-level information visible before placing an order.
Focus on scheme objective, category role, portfolio fit, and disclosures rather than expecting long track records across every product line.
Yes, if the scheme supports SIP, you can set it up digitally and manage instalments through your 5paisa account.
Any costs you should consider are typically scheme-level and disclosed within the fund documentation rather than added as opaque platform charges.
Yes - SIPs can usually be modified, paused, or stopped digitally, subject to processing cut-offs and mandate mechanics.
You’ll need KYC completion, a linked bank account/mandate, and a clear view of your investment horizon and risk capacity.
It is fairly simple to increase your SIP amount in The Wealth Company Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.