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THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW
The Wealth Company Mutual Fund · Hybrid · Arbitrage Fund
₹10.5
AUM: —
NAV updated about 2 months ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
—
Exit Load
—
Fund Manager
—
Inception
—
Benchmark
—
Sharpe Ratio
0.27
Std Dev (1Y)
1.13%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.59%
3m
+1.67%
6m
+3.21%
1y
—
3y
—
5y
—
10y
—
since inception
+4.16%
rate_review TopFund's Take on THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW
THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW is a Arbitrage Fund fund from The Wealth Company Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.27 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.13% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW
The current NAV (Net Asset Value) of THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW is ₹10.5. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
Expense ratio data is not yet available.
THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW is managed by The Wealth Company Mutual Fund.
THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
THE WEALTH COMPANY ARBITRAGE FUND DIRECT IDCW is a Arbitrage Fund fund. SIP suitability depends on your investment goal and risk profile.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.