The Wealth Company Small Cap Fund - Direct Plan - Growth
code 154269 Small Cap Fund direct plan · growth NAVs 2026-03-30 to 2026-11-09
Growth of ₹10,000 vs benchmark
From 2026-03-30, common dates. Scroll or drag to zoom.
Drawdown
Rolling -year CAGR
Insufficient history.
Returns
| period | fund | fund* | benchmark* | fund − benchmark* | from → to |
|---|---|---|---|---|---|
| 1M | -0.15% | -2.78% | -4.01% | 1.23% | 2026-10-09 → 2026-11-09 |
| 3M | -2.40% | 3.50% | 1.02% | 2.48% | 2026-08-07 → 2026-11-09 |
| 6M | 3.25% | - | - | - | 2026-05-08 → 2026-11-09 |
| 1Y | - | - | - | - | |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 16.81% | 18.32% | 24.69% | -6.37% | 2026-03-30 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Risk statistics require 36 complete months of NAVs.
Category: Small Cap Fund
Not rated: 7 of 36 months required. View category →