Skip to main content
MutualFundsByCAGR logoMutualFundsByCAGR

The Wealth Company Mutual Funds

The Wealth Company runs 11 direct-plan schemes that we currently track — 6 equity, 3 hybrid, 1 debt, 1 other. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.

Showing 11 of 11 schemes · sorted by Y5 high to low · page 1 of 1

Sort by1M6M1Y3Y5Y, sorted high to low10Y

The Wealth Company mutual funds — frequently asked questions

How many mutual fund schemes does The Wealth Company offer?

We track 11 direct-plan The Wealth Company schemes with a recent NAV, spread across 4 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.

Are these The Wealth Company returns before or after expenses?

After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.