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
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Since launch
17.2%
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 ratio2.05% · 1st percentile in category
Fund size143.58 Cr · 1st percentile in category
Top holdings
1.INDO-MIM Ltd.3.17%
2.Azad Engineering Ltd.2.56%
3.Jyoti CNC Automation Ltd.2.5%
4.Motilal Oswal Financial Services Ltd2.49%
5.Swiggy Ltd.2.47%
57 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.