myplexus

NFO Monitor

Fund Fact

Name of Funds:

THE WEALTH COMPANY ETHICAL FUND

Opening:

24th September 2025

Closing:

8th September 2025

Minimum Investment:

Rs. 1,000/- and in multiples of Rs. 1/- thereafter

Plan:

Direct and Regular

Options:

Growth and IDCW

Entry Load:

NIL

Exit Load:

1% of NAV, If redeemed/switched out within 30 days from the date of allotment.

Fund Stats

Objective:

The investment objective of the Scheme is to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments.

Benchmark:

NIFTY 500

Fund Manager:

Aparna Shanker

Asset Allocation

80%-100% Equity upto 20% Debt and Money Market

upto 10% Others

Comparable existing schemes

Tata Ethical	-13.84(1Y)	11.10(3Y)
Taurus Ethical	-12.42(1Y)	13.78(3Y)

Fund Prognosis

Idea Distiller

The SHARIAH compliant scheme. But with the bigger cover of ethical investing.

Fund House AAUM:
1000000(in Lakhs)as on 31st July,2025
Fund Manager:
Combined Experience of above 32 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

It is so easy that it is difficult to make a mark with the scheme. Others have tried. But failed. I hope this one makes better sense of it than it's fellow schemes in the past.

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