# The Wealth Company Mutual Fund — Profile, AUM, Fund Managers & Scheme Directory

**Canonical URL:** https://mfcalc.getabundance.in/amc/the-wealth-company-mutual-fund
**Official Legal Entity:** The Wealth Company Mutual Fund
**Total Official AUM:** ₹1,304.75 Cr
**Total Schemes Managed:** 11
**Inception / Launch Date:** 2025-07-17
**Registered Office:** Pantomath Nucleus House,Saki Vihar Road, Andheri (E),Mumbai, Maharashtra Mumbai 400072
**Contact Telephone:** 1800 267 3454
**Official Website:** https://www.wealthcompanyamc.in/

## Key Investment Personnel & Fund Managers (2)

### Aparna Shanker
- **Education:** MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
- **Experience:** Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
- **Key Schemes Managed:** The Wealth Company Flexi Cap Fund Direct Growth, The Wealth Company Ethical Fund Direct Growth, The Wealth Company Arbitrage Fund Direct Growth, The Wealth Company Multi Asset Allocation Fund Direct Growth, The Wealth Company Balanced Advantage Fund Direct Growth (+3 more)

### Saloni Kapadia
- **Education:** She holds a PGDBM from S.P. Jain Institute of Management & Research, Mumbai, and is a CFA from the CFA Institute, USA.
- **Experience:** Prior to joining The Wealth Company MF, Ms. Saloni was associated with Aviva Life Insurance India,Phillip Capital Management and State Bank of India.
- **Key Schemes Managed:** The Wealth Company Flexi Cap Fund Direct Growth, The Wealth Company Ethical Fund Direct Growth

## Mutual Fund Schemes Directory (11)

| Scheme Name | Category | AUM (₹ Cr) | NAV (₹) | 1Y Return | 3Y Return | 5Y Return | Scheme Link |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| [The Wealth Company Flexi Cap Fund](https://mfcalc.getabundance.in/fund/153870) | Equity Scheme - Flexi Cap Fund | ₹230.81 Cr | ₹9.74 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153870) |
| [The Wealth Company Liquid Fund](https://mfcalc.getabundance.in/fund/153888) | Debt Scheme - Liquid Fund | ₹547.88 Cr | ₹1060.66 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153888) |
| [The Wealth Company Arbitrage Fund](https://mfcalc.getabundance.in/fund/153892) | Hybrid Scheme - Arbitrage Fund | ₹151.53 Cr | ₹10.54 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153892) |
| [THE WEALTH COMPANY ETHICAL FUND](https://mfcalc.getabundance.in/fund/153897) | Equity Scheme - Sectoral/ Thematic | ₹37.86 Cr | ₹9.64 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153897) |
| [The Wealth Company Multi Asset Allocation Fund](https://mfcalc.getabundance.in/fund/154002) | Hybrid Scheme - Multi Asset Allocation | ₹169.81 Cr | ₹10.78 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154002) |
| [The Wealth Company Gold ETF](https://mfcalc.getabundance.in/fund/154092) | Other Scheme - Gold ETF | ₹23.66 Cr | ₹151.54 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154092) |
| [The Wealth Company Gold ETF FOF](https://mfcalc.getabundance.in/fund/154133) | Other Scheme - FoF Domestic | ₹13.97 Cr | ₹9.69 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154133) |
| [The Wealth Company Balanced Advantage Fund](https://mfcalc.getabundance.in/fund/154183) | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | ₹45.86 Cr | ₹9.94 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154183) |
| [The Wealth Company Small Cap Fund](https://mfcalc.getabundance.in/fund/154268) | Equity Scheme - Small Cap Fund | ₹62.39 Cr | ₹11.77 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154268) |
| [The Wealth Company Large & Mid Cap Fund](https://mfcalc.getabundance.in/fund/154382) | Equity Scheme - Large & Mid Cap Fund | ₹20.98 Cr | ₹10.14 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154382) |
| [The Wealth Company Mid Cap Fund](https://mfcalc.getabundance.in/fund/154479) | Equity Schemes - Mid Cap Fund | — | ₹9.79 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154479) |

---
### Regulatory Disclosures & Distributor Attribution

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Historical returns are not indicative of future results.

**Abundance Financial Services** (ARN-251838, AMFI Registered Mutual Fund Distributor) · **Atin Kumar Agrawal** (APRN04279, APMI Registered PMS Distributor).