1
Small CapAvoid
The Wealth Company Small Cap
The Wealth Company · Direct–Growth · rank #36 of 36 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
—
Since launch
20.3%
Why this score
The Wealth Company Small Cap scores 1/100 — #36 of 36 Small Cap fund (Avoid). The main drag is its expense ratio (better than only 1% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
Expense ratio2.26% · 1st percentile in category
Fund size129.23 Cr · 1st percentile in category
Top holdings
1.Ather Energy Ltd.3.24%
2.Motilal Oswal Financial Services Ltd2.91%
3.Data Patterns (India) Ltd2.6%
4.Jyoti CNC Automation Ltd.2.54%
5.Jupiter Life Line Hospitals Ltd.2.47%
57 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.