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The Wealth Company Small Cap Fund - Regular (IDCW) Equity - Diversified

INVEST

Plan: OPEN | Option: Dividend | Aparna Shanker

28 Jul 26 | 12:00 AM

11.30 -0.07 (-0.64%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Nifty Smallcap 250 TRI by -4.01%

  • Less Volatile

    0.87%

    Standard Deviation (1Y)

    Lower Equity - Diversified by -0.27%

  • Inconsistent

    2/5

    Months

    Has underperformed Equity - Diversified

  • Value research rating

    Not Rated

Stock Composition

NAV

Critical Parameters

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Returns

In last 1 year The Wealth Company Small Cap Fund - Regular (IDCW), has underperformed by -4.01% (CAGR difference)

0.00%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

30 Jul 2025

Risk

In last 1 year , the volatility of The Wealth Company Small Cap Fund - Regular (IDCW) is Lower than by -0.27%

0.87%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 5 Months, i.e 40% of the times It underperformed its benchmark, Equity - Diversified

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

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

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