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THE WEALTH COMPANY ETHICAL FUND - Direct Plan - Growth

code 153895 Sectoral/Thematic direct plan ยท growth NAVs 2025-10-17 to 2026-11-09

Benchmark: NIFTY 500 SHARIAH proxy 154197 declared: AMFI Fund Performance (Fund-Performance-30-Sep-2026--2032.xlsx), as of 2026-09-30 Compare with:

Growth of โ‚น10,000 vs benchmark

From 2026-02-26, common dates. Scroll or drag to zoom.

Drawdown

Rolling -year CAGR

Insufficient history.

Returns

periodfundfund*benchmark*fund โˆ’ benchmark*from โ†’ to
1M0.78% 0.78%5.84% -5.05% 2026-10-09 โ†’ 2026-11-09
3M-6.92% -6.92%-3.44% -3.48% 2026-08-07 โ†’ 2026-11-09
6M-3.76% -3.76%-0.48% -3.28% 2026-05-08 โ†’ 2026-11-09
1Y-4.22% -- - 2025-11-07 โ†’ 2026-11-09
3Y- -- -
5Y- -- -
7Y- -- -
10Y- -- -
since inception-5.53% -2.30%0.41% -2.70% 2025-10-17 โ†’ 2026-11-09

Absolute under 1 year, CAGR from 1 year. * Common dates only.

Risk statistics require 36 complete months of NAVs.
Sector/theme fund: not ranked. Compare with its benchmark above.

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