THE WEALTH COMPANY ETHICAL FUND - Direct Plan - Growth
code 153895 Sectoral/Thematic direct plan ยท growth NAVs 2025-10-17 to 2026-11-09
Growth of โน10,000 vs benchmark
From 2026-02-26, common dates. Scroll or drag to zoom.
Drawdown
Rolling -year CAGR
Insufficient history.
Returns
| period | fund | fund* | benchmark* | fund โ benchmark* | from โ to |
|---|---|---|---|---|---|
| 1M | 0.78% | 0.78% | 5.84% | -5.05% | 2026-10-09 โ 2026-11-09 |
| 3M | -6.92% | -6.92% | -3.44% | -3.48% | 2026-08-07 โ 2026-11-09 |
| 6M | -3.76% | -3.76% | -0.48% | -3.28% | 2026-05-08 โ 2026-11-09 |
| 1Y | -4.22% | - | - | - | 2025-11-07 โ 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | -5.53% | -2.30% | 0.41% | -2.70% | 2025-10-17 โ 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Risk statistics require 36 complete months of NAVs.
Sector/theme fund: not ranked. Compare with its benchmark above.