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THE WEALTH COMPANY ETHICAL FUND REGULAR GROWTH is an equity scheme managed by The Wealth Company Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.32% on assets of ₹38Cr. The fund is currently managed by Ms. Aparna Shanker, appointed within the last year.
Lower is better.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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| HDFC Defence Fund - Growth Option | HDFC Mutual Fund | ₹9,124 Cr | 1.79% | +39.71% | — | 5★ |
| Franklin India Opportunities Fund - Growth | Franklin Templeton Mutual Fund | ₹8,535 Cr | 1.77% | +23.09% | +18.56% | 5★ |
| SBI COMMA Fund - DIRECT PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 1.62% | +21.73% | +13.20% | 5★ |
| SBI COMMA Fund - REGULAR PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 2.21% | +20.98% | +12.53% | 4★ |
| ICICI Prudential Commodities Fund - Growth Option | ICICI Prudential Mutual Fund | ₹3,789 Cr | 1.93% | +19.99% | +17.19% | 4★ |
| Edelweiss Recently Listed IPO Fund Direct Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 0.99% | +19.31% | +14.16% | 4★ |
| ICICI Prudential India Opportunities Fund - Cumulative Option | ICICI Prudential Mutual Fund | ₹36,083 Cr | 1.58% | +18.64% | +19.02% | 5★ |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 2.25% | +17.79% | +12.69% | 4★ |
| ICICI Prudential Exports & Services Fund - Growth | ICICI Prudential Mutual Fund | ₹1,366 Cr | 2.16% | +17.12% | +15.62% | 5★ |
| Sundaram Services Fund Direct Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 0.74% | +15.51% | +15.66% | 4★ |