FundLens
17
Flexi CapAvoid

The Wealth Company Flexi Cap

The Wealth Company · Direct–Growth · rank #43 of 47 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
3 Years
5 Years
Since launch
1.6%

Year-by-year performance

last entry = YTD
2026
-0.6%

Why this score

The Wealth Company Flexi Cap scores 17/100 — #43 of 47 Flexi Cap fund (Avoid). The main drag is its fund size (better than only 10% of peers).

Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.

Fund size247.44 Cr · 10th percentile in category
Expense ratio1.36% · 23rd percentile in category

Top holdings

top 5 = 19.2% of portfolio
1.ICICI Bank Ltd5.51%
2.State Bank of India3.99%
3.Tata Consultancy Services Ltd3.36%
4.TVS Motor Company Ltd3.25%
5.Multi Commodity Exchange Of India Ltd3.1%

45 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Flexi Cap funds