The Wealth Company Mutual Fund - Fund Manager
Qualification: MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB . Experience:Over 32 years of experience in the Mutual Fund industry across various domains including 13 years as a Fund Manager at SBI Mutual Fund. She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
The Wealth Company Arbitrage Fund - Direct (G) | Hybrid: Arbitrage | 241.99 |
The Wealth Company Arbitrage Fund - Regular (G) | Hybrid: Arbitrage | 241.99 |
The Wealth Company Ethical Fund - Direct (G) | Equity: Sectoral : Thematic | 38.9 |
The Wealth Company Ethical Fund - Regular (G) | Equity: Sectoral : Thematic | 38.9 |
The Wealth Company Flexi Cap Fund - Direct (G) | Equity: Flexi Cap | 228.36 |
The Wealth Company Flexi Cap Fund - Regular (G) | Equity: Flexi Cap | 228.36 |
The Wealth Company Flexi Cap Fund - Regular (IDCW) | Equity: Flexi Cap | 228.36 |
The Wealth Company Flexi Cap Fund - Direct (IDCW) | Equity: Flexi Cap | 228.36 |
The Wealth Company Ethical Fund - Regular (IDCW) | Equity: Sectoral : Thematic | 38.9 |
The Wealth Company Ethical Fund - Direct (IDCW) | Equity: Sectoral : Thematic | 38.9 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Reverse Repo / Treps / CCIL | 4.51% |
| ICICI Bank Ltd | 3.61% |
| Infosys Ltd | 3.60% |
| HDFC Bank Ltd | 3.47% |
| 182 DAYS T-BILL - 30/04/2026 | 2.88% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| The Wealth Company Arbitrage Fund - Direct (G) | 0.56% | N/A | N/A | N/A | N/A | N/A | 0.96% |
| The Wealth Company Arbitrage Fund - Regular (G) | 0.46% | N/A | N/A | N/A | N/A | N/A | 0.86% |
| The Wealth Company Ethical Fund - Direct (G) | -0.35% | N/A | N/A | N/A | N/A | N/A | -1.65% |
| The Wealth Company Ethical Fund - Regular (G) | -0.38% | N/A | N/A | N/A | N/A | N/A | -1.88% |
| The Wealth Company Flexi Cap Fund - Direct (G) | 0.12% | N/A | N/A | N/A | N/A | N/A | 0.62% |
| The Wealth Company Flexi Cap Fund - Regular (G) | N/A | N/A | N/A | N/A | N/A | N/A | 0.3% |
| The Wealth Company Flexi Cap Fund - Regular (IDCW) | N/A | N/A | N/A | N/A | N/A | N/A | 0.3% |
| The Wealth Company Flexi Cap Fund - Direct (IDCW) | 0.12% | N/A | N/A | N/A | N/A | N/A | 0.62% |
| The Wealth Company Ethical Fund - Regular (IDCW) | -0.39% | N/A | N/A | N/A | N/A | N/A | -1.88% |
| The Wealth Company Ethical Fund - Direct (IDCW) | -0.35% | N/A | N/A | N/A | N/A | N/A | -1.64% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
Copyrights © 2023 All Rights Reserved by Finalyca.
Subscribe to Newsletter
AMC's
- 1729 Advisors Llp
- 2Point2 Capital Advisors Llp
- 360 ONE Asset Management.
- 360 One Portfolio Managers Ltd
- A C Choksi Share Brokers Pvt Ltd
- Aarohan Holdings And Advisors Pvt Ltd
- Abakkus Asset Manager Pvt Ltd
- Abans Broking Services Pvt Ltd
- Abchlor Investments Pvt Ltd
- Accelt Asset Management Llp
- Accuracap Consultancy Services Pvt Ltd
- Acepro Advisors Pvt Ltd
- Aditya Birla Money Ltd
- Aequitas Investment Consultancy Pvt Ltd
- Affirma Capital Investment Adviser India Pvt Ltd
- Aialpha Financial Advisory Services Pvt Ltd
- Alchemy Capital Management Pvt Limited
- Alder Capital Advisors Llp
- ALFACCURATE ADVISORS
- Allegro Securities Pvt Ltd
- Almondz Financial Services Ltd
- Alpha Alternatives Fund Advisors Llp
- Alphagrep Investment Management Pvt Ltd
- Amaltas Asset Management Llp
- Ambit Investment Advisors Pvt Ltd
- Ambit Wealth Pvt Ltd
- Anand Rathi Advisors Ltd
- Angel One Investment Managers And Advisors Pvt Ltd
- Apricus Wealth Investment Managers Llp
- Ardeko Asset Management Pvt Ltd
- Arth Portfolio Management Pvt Ltd
- Arthalpha Llp
- Ashima Capital Management Ltd
- Asian Markets Securities Pvt Ltd
- Asit C Mehta Investment Interrmediates Ltd
- Ask Investment Managers Ltd
- Atlas Integrated Finance Ltd
- Atman Capital Management Pvt Ltd
- Avendus Investment Managers Pvt Ltd
- Avendus Wealth Management Pvt Ltd
- Avestha Fund Management Llp
- Awriga Capital Advisors Llp
- Axis Asset Management Company Ltd AIF
- Axis Securities Ltd
- Ayan Analytics Pvt Ltd
- Badjate Wealth Pvt Ltd
- Banyan Tree Advisors Pvt Ltd
- Basant Maheshwari Wealth Advisers Llp
- Bay Capital Investment Advisors Pvt Ltd
- Bellwether Capital Pvt Ltd
- Bhana Equity Advisors Llp
- Bharat Bhushan Equity Traders Ltd
- Blue 91 Portfolio Managers Llp
- Bmc Advisors Pvt Ltd
- BN Rathi Securities Ltd
- Bonanza Portfolio Ltd
- Brain Point Investment Centre Pvt Ltd
- Brightseeds Advisors Llp
- Buglerock Capital Pvt Ltd
- Burman Capital Management Pvt Ltd
- Capgrow Capital Advisors Llp
- Capital 8 Llp
- Capitalmind Financial Services Pvt Ltd
- Capstocks And Securities (India) Pvt
- Care Portfolio Managers Pvt Ltd
- Carnelian Asset Management And Advisors Pvt Ltd
- Centrum Investment Advisors Ltd
- Chanakya Capital Services Pvt Ltd
- Chona Financial Services Ltd
- Citrus Advisors Pvt Ltd
- Clearview Capital Advisors Pvt Ltd
- Clockvine Capital Advisors Pvt Ltd
- Clubmillionaire Financial Services Pvt Ltd
- Composite Investments Pvt Ltd
- Compound Everyday Capital Management Llp
- Concept Investwell Pvt Ltd
- Consortium Securities Pvt Ltd
- Cosmea Portfolio Management Pvt Ltd
- Counter Cyclical Investments Pvt Ltd
- Courser Park Advisors Llp
- Credent Asset Management Services Pvt Ltd
- Cumulus Advisory Llp
- Dalal And Broacha Stock Broking Pvt Ltd
- Darashaw And Company Ltd
- Dezerv Investments Pvt Ltd
- Divya Capital One Pvt Ltd
- Dmz Partners Investment Management Llp
- Drchoksey Finserv Pvt Ltd
- Driv Drisht Llp
- Dt Portfolio Managers Llp
- Dv Investment Advisors Llp
- Dwaith Advisory Pvt Ltd
- Dynamic Equities Pvt Ltd
- East Green Advisors Llp
- East Lane Capital Llp
- Ebisu Investment Advisors Llp
- Edelweiss Asset Management Limited
- Edelweiss Global Wealth Management Ltd
- Eklavya Capital Advisors Llp
- Electrum Portfolio Managers Pvt Ltd
- Elever Investment Adviser Pvt Ltd
- Elite Wealth Ltd
- Elixir Equities Pvt Ltd
- Emkay Investment Managers Ltd
- Entrust Family Office Investment Advisors Pvt Ltd
- Envision Capital Services PvtLtd
- Equentis Wealth Advisory Services Ltd
- Equipoise Capital Management Pvt Ltd
- Equirus Wealth Pvt Ltd
- Equitree Capital Advisors Pvt Ltd
- Equity Intelligence India Pvt Ltd
- Escorp Asset Management Ltd
- Eureka Portfolio Management Services Pvt Ltd
- Fe Securities Pvt Ltd
- Fident Asset Management Pvt Ltd
- Fincos Technology Solutions Pvt Ltd
- Findoc Investmart Pvt Ltd
- Finwizard Technology Pvt Ltd
- First Global Finance Pvt Ltd
- Five Rivers Portfolio Managers Pvt Ltd
- Fort Capital Investment Advisory Pvt Ltd
- Fortuna Investment Advisors Llp
- Fortune Wealth Management Company India Pvt Ltd
- Fractal Capital Investments Llp
- Fyers Asset Management Pvt Ltd
- Gems Imperial Portfolio Advisory Llp
- Geojit Financial Services Ltd
- Ghalla Bhansali Stock Brokers Pvt Ltd
- Girik Wealth Advisors Pvt Ltd
- Globe Capital Market Ltd
- Green Portfolio Pvt Ltd
- Growthfiniti Wealth Pvt Ltd
- Guardian Advisors Pvt Ltd
- Hanut Alternate Investments Llp
- Harmoney Finserv India Pvt Ltd
- Hedge Equities Ltd
- Hem Securities Ltd
- Himalaya Investment Advisors Llp
- Hpmg Shares And Securities Pvt Ltd
- Hsbc Asset Management (India) Pvt Ltd
- Icici Securities Ltd
- Idbi Capital Market Services Ltd
- Ifm Investment Advisors Pvt Ltd
- Ime Portfolio Managers Llp
- Impetus Arthasutra Pvt Ltd
- Incred Asset Management Pvt Ltd
- Incred Capital Wealth Portfolio Managers Pvt Ltd
- Infinity Alternatives Investment Managers Pvt Ltd
- Invasset Llp
- Invesco Asset Management (India) Pvt Ltd
- Invesq Investment Managers Llp
- Investsavvy Portfolio Management Llp
- Ironclad Asset Management Llp
- Ithought Financial Consulting Llp
- Itus Capital Advisors Pvt Ltd
- Jade Wealth Management Llp
- Jain Investment Advisors Pvt Ltd
- Jainam Broking Ltd
- Janak Merchant Securities Pvt Ltd
- Jeetay Investments Pvt Ltd
- Jm Financial Ltd
- Joindre Capital Services Ltd
- Kapm Ventures Llp
- Karma Capital.
- Karvy Capital Ltd
- Kb Capital Markets Pvt Ltd
- Kedia Shares And Stocks Brokers Ltd
- Klay Securities Pvt Ltd
- kotak mahindra asset management company ltd
- Kriis Portfolio Pvt Ltd
- Ksema Wealth Pvt Ltd
- Kunvarji Finstock Pvt Ltd
- Kyng Capital Management Pvt Ltd
- Ladderup Asset Managers Pvt Ltd
- Lakewater Advisors Pvt Ltd
- Laurel Securities Pvt Ltd
- Lc Capital India Pvt Ltd
- Lgt Wealth India Pvt Ltd
- M/S Jhp Securities Pvt Ltd
- Magadh Capital Advisors Llp
- Mansi Share And Stock Broking Pvt Ltd
- Marathon Trends Advisory Pvt Ltd
- Marcellus Investment Managers Pvt Ltd
- Marfatia Stock Broking Pvt Ltd
- Markets Mojo Asset Management Pvt Ltd
- Master Portfolio Services Ltd
- Maximal Capital Pvt Ltd
- Mehta Equities Ltd
- Merisis Advisors Pvt Ltd
- Milestone Capital Advisors Pvt Ltd
- Mittal Analytics Pvt Ltd
- Miv Investment Services Pvt Ltd
- Mo Alternate Investment Advisors Pvt Ltd
- Moat Financial Services Pvt Ltd
- Molecule Ventures Llp
- Moneybee Securities Pvt Ltd
- Moneygrow Asset Pvt Ltd
- Motilal Oswal Asset Management Company Ltd
- Motilal Oswal Wealth Ltd
- Mrg Investment Partners Pvt Ltd
- Multi-Act Equity Consultancy Pvt Ltd
- Nafa Asset Managers Pvt Ltd
- Narnolia Financial Services Ltd
- Negen Capital Services Pvt Ltd
- New Berry Capitals Pvt Ltd
- Nine Rivers Capital Holdings Pvt Ltd
- Nirmal Bang Securities Pvt Ltd
- Nmr Capital Advisors Llp
- Nnm Securities Pvt Ltd
- Northern Arc Investment Managers Pvt Ltd
- Nuvama Asset Management Ltd
- Nv Alpha Fund Management Llp
- Oaks Asset Management Pvt Ltd
- Ohm Portfolio Equi Research Pvt Ltd
- Old Bridge Capital Management Pvt Ltd
- Pace Financial Investment Adviser Pvt Ltd
- Paterson Securities Pvt Ltd
- PCS Securities Ltd
- Pelican Holdings Pvt Ltd
- Pgim India Asset Management Pvt Ltd
- Pioneer Client Associates Pvt Ltd
- Pioneer Wealth Management Services Ltd
- Piper Serica Advisors Pvt Ltd
- Pl Asset Management Pvt Ltd
- Prescientcap Investment Advisors Llp
- Prithvi Finmart Pvt Ltd
- Profitgate Capital Services Llp
- Profusion Investment Advisors Llp
- Progressive Share Brokers Pvt Ltd
- Prosperity Wealth Management Pvt Ltd
- Prospero Tree Asset Management Llp
- Prp Edge Wealth Pvt Ltd
- Prudent Equity Pvt Ltd
- Prudent Investment Managers Llp
- Purnartha Investment Advisers PvtLtd
- Qed Capital Advisors Llp
- Qode Advisors Llp
- Qrc Investment Advisors Llp
- Quest Investment Managers Pvt Ltd
- R Wadiwala Securities Pvt Ltd
- Rbsa Investment Manager Llp
- Reliance Wealth Management Ltd
- Revelation Portfolio Management Pvt Ltd
- Right Horizons Portfolio Management Pvt Ltd
- Roha Asset Managers Llp
- Sageone Investment Managers Llp
- Sahasrar Capital Pvt Ltd
- Samatva Investment Advisers Llp
- SAMEEKSHA CAPITAL INVESTMENT FUND
- Sammaan Asset Management Ltd
- Samvitti Capital Pvt Ltd
- Sanctum Wealth Pvt Ltd
- Savvy Capital Advisors Llp
- Scient Capital Pvt Ltd
- Securities Investment Management Pvt Ltd
- Seers Fund Management Pvt Ltd
- Shade Capital Pvt Ltd
- Sharekhan Ltd
- Shepherds Hill Financial Advisors Llp
- Shree Rama Managers Llp
- Shriram Asset Management Company Ltd
- Silverarch Investment Advisers Pvt Ltd
- Sirius Advisors Pvt Ltd
- Smartowner Services India Pvt Ltd
- Smc Global Securities Ltd
- Sohum Asset Managers Pvt Ltd
- Soldiers Field Investments Pvt Ltd
- Solidarity Advisors Pvt Ltd
- Sowilo Investment Managers Llp
- Spark Asia Impact Managers Pvt Ltd
- Spice Route Advisors Llp
- Square 64 Capital Advisors Llp
- Stallion Asset Pvt Ltd
- Stalwart Investment Advisors Llp
- Stewart And Mackertich Wealth Management Ltd
- Sundaram Alternate Assets Limited
- Svan Investment Managers Llp
- Svobodha Infinity Investment Advisors Pvt Ltd
- Swyom Advisors Ltd
- Sykes And Ray Equities India Ltd
- Systematix Shares And Stocks (India) Ltd
- Tailwind Financial Services Pvt Ltd
- Tata Asset Management Pvt Ltd
- Tcg Advisory Services Pvt Ltd
- Thinqwise Wealth Managers Llp
- Tradeswift Broking Pvt Ltd
- TRam Financial Services Pvt Ltd
- Trivantage Capital Managment India Pvt Ltd
- True Beacon Investment Advisors Llp
- Trustline Holding Pvt Ltd
- Tulsian Pms Ltd
- Turtle Wealth Management Pvt Ltd
- Unicorn Investment Managers Llp
- Unique Asset Management Llp
- Valentis Advisors Pvt Ltd
- Vallum Capital Advisors Pvt Ltd
- Val-Q Investment Advisory Pvt Ltd
- Valtrust Partners Llp
- Value Prolific Investments And Consulting Pvt Ltd
- Valuequest Investment Advisors Pvt Ltd
- Varanium Capital Advisors Pvt Ltd
- Ventura Securities Ltd
- Vivekam Financial Services Pvt Ltd
- Vspartans Consultants Pvt Ltd
- Wallfort Pms And Advisory Services Llp
- Wave Asset Pvt Ltd
- Way2Wealth Brokers Pvt Ltd
- Waya Financial Technologies Pvt Ltd
- Wealth First Portfolio Managers Ltd
- Wealth India Financial Services Pvt Ltd
- Wealth Managers India Pvt Ltd
- Wealthbridge Capital Advisors Pvt Ltd
- White Pine Investment Management Pvt Ltd
- White Whale Partners Llp
- Willow Advisors Llp
- Wryght Research And Capital Pvt Ltd
- Xponent Tribe Llp
- Zen Wealth Management Services Ltd
- Edelweiss Mutual Fund
- A9 Finsight Private Limited
- Aarth AIF
- Abakkus Asset Manager Private Limited.
- Accuracap Consultancy Services Pvt Limited
- Aditya Birla SL Insurance Co Ltd
- Aditya Birla Sun Life AMC Ltd
- Aditya Birla Sun Life Mutual Fund
- Aegon Life Insurance
- Aequitas Investment Consultancy Pvt Ltd
- Ajanta Advisors LLP
- Alpha Alternatives Fund Advisors LLP
- AlphaGrep Investment Management AIF
- Altacura AI
- Ambit Investment Advisors Limited AIF
- Amcha Partners Trust
- AMPERSAND CAPITAL TRUST
- Angel One Mutual Fund
- ASHIKA INVESTMENT MANAGERS PVT. LTD.
- Ashmore Investment Management India LLP
- ASK Long-Short Fund Managers Pvt Ltd
- Astratinvest Financial Advisors Pvt. Ltd.
- Avendus Capital Markets
- Aviva Life Insurance
- Axis Max Life Insurance
- Axis Mutual Fund
- Bajaj Allianz Life Insurance
- Bajaj Finserv Asset Management
- Bandhan Mutual Fund
- Baroda Mutual Fund
- Bharti Axa Life Insurance
- BNP Paribas Mutual Fund
- BOI AXA Mutual Fund
- Bonanza Portfolio Limited
- Brighter Mind Asset Management Pvt Ltd
- Buoyant Capital Private Limited
- Canara HSBC Life Insurance
- Canara Robeco Mutual Fund
- Capitalmind Mutual Fund
- Carnelian Asset Management & Advisors Private Limited-AIF
- CCV INVESTMENT MANAGERS LLP
- Craving Alpha Wealth Fund
- Dalal & Broacha Portfolio Managers Ltd
- DHFL Pramerica Life Insurance
- Dolat Capital Market Pvt Ltd.
- DSP Asset Managers Private Limited
- DSP Mutual Fund
- Edelweiss Tokio Life Insurance
- Emkay Investment Managers Ltd
- ENIGMA INVESTMENT PARTNERS
- Estee Advisors Private Limited
- Exide Life Insurance
- Finideas Growth Fund
- First Water Capital Advisors LLP
- Franklin Templeton Mutual Fund
- Future Generali Life Insurance
- Generational Capital Breakout Trust
- Girik Advisors LLP
- Groww Mutual Fund
- GUARDIAN CAPITAL PARTNERS FUND
- HDFC Mutual Fund
- HDFC Standrad Life Insurance
- Helios Capital Management India Pvt Ltd
- Helios Mutual Fund
- HSBC Mutual Fund
- I Wealth Management LLP
- ICICI Prudential AMC Ltd AIF
- ICICI Prudential Life Insurance
- ICICI Prudential Mutual Fund
- IDBI Fortis Life Insurance
- IDBI Mutual Fund
- IIFCL Asset Management Ltd
- IL&FS Infra Asset Management Ltd
- Incred Capital Investment Advisors And Managers Pvt Ltd.
- IndiaFirst Life Insurance
- Inquant Systematic Investment Managers LLP
- Invesco Mutual Fund
- ITI Long Short Equity fund
- ITI Mutual Fund
- JIO BLACKROCK MUTUAL FUND
- JM Financial Mutual Fund
- KLAY SECURITIES PRIVATE LIMITED
- Knightstone Capital Management LLP
- Kotak Life Insurance
- Kotak Mahindra Mutual Fund
- L&T Mutual Fund
- LIC Mutual Fund
- Life Insurance Corporation of India
- Mahindra Manulife Mutual Fund
- Malabar Fund Managers LLP
- Marcellus Investment Managers.
- Mirae Asset Mutual Fund
- Monarch AIF
- MoneyGrow Asset Private Limited-AIF
- Morphosis Venture Advisors LLP
- Motilal Oswal Asset Management-AIF
- Motilal Oswal Mutual Fund
- NAVI Mutual Fund
- Negen Capital Services Private Limited
- Neo Asset Management Private Limited
- Nepean Capital LLP
- NEXUS EQUITY GROWTH FUND
- Nippon India Mutual Fund
- Nippon Life India AIF Management Limited
- Niveshaay Investment Management Private Limited
- NJ Asset Management Pvt Ltd
- Northern Arc Investment Managers Pvt Ltd
- NUVAMA ASSET MANAGEMENT LIMITED
- Oculus Capital Advisors LLP
- Old Bridge Asset Management
- Pace Financial Investment Adviser Pvt Ltd.
- PGIM India Asset Management Pvt. Ltd.
- PGIM India Mutual Fund
- Pluswealth Capital Management LLP
- PNB MetLife India Insurance
- PPFAS Mutual Fund
- Prajana Advisors Pvt Ltd
- Principal Mutual Fund
- ProAlpha Capital
- Prudent Equity Private Limited
- Purnartha Investment Advisers
- Quant Mutual Fund
- Quantum Mutual Fund
- Quest Investment Trust
- RATIONAL EQUITY TRUST
- Reliance Life Insurance
- Renaissance Investment Managers Pvt Ltd AIF
- Roha Asset Managers LLP
- SageOne Investment Advisors Ltd
- Sahara India Life Insurance
- Samarth Equities Portfolio Managers LLP
- Samco Asset Management Pvt Ltd
- Samvitti Capital Private Limited-AIF
- SBI Life Insurance
- SBI MF AIF
- SBI Mutual Fund
- SENORA ASSET MANAGEMENT CO LIMITED
- Shepherd's Hill Private Investment Trust
- Shriram Life Insurance
- Shriram Mutual Fund
- Singularity AMC LLP
- SMART HORIZON ALTERNATIVE INVESTMENT TRUST
- SOHUM ASSET MANAGERS PRIVATE LIMITED
- Star Union Dai-ichi Life Insurance
- Steptrade Share Services Ltd
- Sundaram Mutual Fund
- Swyom Advisors Alternative Investment Trust
- Tata AIA Life Insurance
- TATA AMC
- Tata Mutual Fund
- Taurus Mutual Fund
- TCG Advisory Services Pvt. Ltd AIF
- The Wealth Company Mutual Fund
- TRUE BEACON INVESTMENT ADVISORS LLP
- Trust Mutual Fund
- Unifi Capital Pvt Ltd-AIF
- Unifi Mutual Fund
- Union Mutual Fund
- UTI Mutual Fund
- Vajra One Cap Trust
- ValueQuest Investment Advisors Pvt Ltd
- Vasisth Capital Private Limited
- VOLVIN LIMITED
- White Oak Capital Management Consultants LLP
- WhiteOak Capital Mutual Fund
- Whitespace Alpha
- YES Securities (India) Limited
- Zerodha mutual funds