7
Flexi CapAvoid
The Wealth Company Flexi Cap
The Wealth Company · Direct–Growth · rank #46 of 48 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
—
Since launch
-4.1%
Year-by-year performance
2026
-6.2%-0.2% vs index
Why this score
The Wealth Company Flexi Cap scores 7/100 — #46 of 48 Flexi Cap fund (Avoid). The main drag is its expense ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.
Expense ratio1.81% · 5th percentile in category
Fund size238.55 Cr · 9th percentile in category
Top holdings
1.HDFC Bank Ltd4.16%
2.Life Insurance Corporation of India4.14%
3.ICICI Bank Ltd3.43%
4.Thangamayil Jewellery Ltd2.63%
5.Ramkrishna Forgings Ltd2.56%
48 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.