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§01 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND#46 OF 49 BY AUM

The Wealth Company Mutual Fund

Wealth Company Asset Management Holdings Private Limited

AMFI 83RTA: KFin Technologies Ltd
1,282 Cr
Total AUM · 25% in equity
§02 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND · AUM SPLITTotal ₹1.3k Cr

How the assets split across equity, debt and hybrid.

Equity
₹319 Cr
24.9%
Debt
₹564 Cr
44.0%
Hybrid
₹362 Cr
28.2%
Other
₹37 Cr
2.9%
Active schemes
9
7 managers
§03 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND · THE SHAPE OF THIS HOUSE

What The Wealth Company Mutual Fund actually delivers.

The Wealth Company Mutual Fund is one of 49 SEBI-registered Indian fund houses. The house runs 9 active schemes managed by 7+ active fund managers. The book is debt-tilted: roughly 25% equity, 44% debt. Its largest scheme category by count is Equity with 3 active schemes. Across the AMC's top-50 equity holdings, Financial Services is the single largest sector at 31.3% of equity AUM (Gini 0.297).

§05 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND · MANAGER BENCHTop 8 by AUM-weighted reach

Who actually runs the money.

Mr. Umesh Sharma
4 schemes·₹1,000 Cr under management
Mr. Neeraj Jain
3 schemes·₹946 Cr under management
Ms. Aparna Shanker
6 schemes·₹680 Cr under management
Mr. Varun Nanavati
2 schemes·₹609 Cr under management
Mr. Niranjan Das
3 schemes·₹200 Cr under management
Mr. Rouhak Shah
1 schemes·₹154 Cr under management
Ms. Saloni Kapadia
1 schemes·₹38 Cr under management
Open the full manager catalog →
§06 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND · CATEGORY BREADTHActive schemes by SEBI category

What kinds of schemes this house runs.

Equity
3 schemes · ₹319 Cr
Hybrid
3 schemes · ₹362 Cr
Debt
1 schemes · ₹564 Cr
ETF
1 schemes · ₹24 Cr
FoF
1 schemes · ₹14 Cr
§07 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND · CONCENTRATIONGini 0.297

How concentrated is this AMC's equity book?

The Wealth Company Mutual Fund's equity book leans into Financial Services — that single sector holds 31.3% of the AMC's top-50 equity AUM. The full concentration view spans 9 sectors.

Gini coefficient
0.297
0 = perfectly diversified, 1 = single-name
Sectors covered
9 / 11
§08 · MARKETS · AMC · THE WEALTH COMPANY MUTUAL FUND · CONTACT

How to reach the AMC.

Legal entity
Wealth Company Asset Management Holdings Private Limited
AMFI member ID
83
Registrar (RTA)
KFin Technologies Ltd
Website
Factsheets
Email
Phone
Registered office
Name of the Asset Management (the’AMC’) Company
How these AMC numbers are built

AMFI monthly disclosure, normalised across plan variants.

AUM is the sum of scheme-level assets reported in The Wealth Company Mutual Fund's AMFI monthly portfolio disclosure, rolled up to the AMC level. Equity/Debt/Hybrid breakdown follows the SEBI scheme-category framework; ETFs and FoFs (where they only invest in this AMC's own schemes) are not double-counted.

Active-scheme count excludes (a) merged-away schemes, (b) schemes that haven't reported a NAV in the last quarter. The top-schemes table is restricted to Direct-plan units — the Regular-plan distribution-fee layer isn't comparable across schemes and would distort the rankings. Manager roster is AUM-weighted reach across this AMC's active book — a manager who runs three large schemes outranks one who runs ten small ones.

Full methodology · reviewed January 2026.

Adjacent surfaces

All AMCsCompare The Wealth Company Mutual Fund against the full universe of 49 fund houses.The Wealth Company Mutual Fund schemesFilter all 9 active schemes in this house.Fund ManagersFull catalog of every active manager across the industry.AMC ConcentrationSitewide sector heatmap + Gini scoreboard.Compare schemesSide-by-side up to 8 schemes on the same yardstick.

AMC statistics sourced from AMFI monthly disclosures and AMC factsheets. Contact and legal-entity information sourced from AMC investor-relations pages and SEBI MFRT filings; verify with the AMC directly before transacting. MintByte is an AMFI-registered mutual fund distributor (ARN-314872); SEBI Registered Investment Adviser and Research Analyst registrations are in process. Not investment advice.