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The Wealth Company Ethical Fund - Regular (IDCW) Equity Theme - Shariah

Plan: OPEN | Option: Dividend | Aparna Shanker

09 Nov 26 | 12:00 AM

9.27 0.04 (0.41%)

  • Underperforms

    -6.10%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -4.82%

  • Less Volatile

    0.96%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.05%

  • Not so consistent

    4/12

    Months

    Has beaten Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year The Wealth Company Ethical Fund - Regular (IDCW), has beaten by -4.82% (CAGR difference)

-6.10%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

10 Nov 2025

Risk

In last 1 year , the volatility of The Wealth Company Ethical Fund - Regular (IDCW) is Lower than by -0.05%

0.96%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 12 Months, i.e 33.33% of the times It beaten its benchmark, Equity Theme - Shariah

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition