Mutual Funds

THE WEALTH COMPANY LIQUID FUND DIRECT GROWTH

The Wealth Company Mutual FundLiquidLow Risk
₹1,050.7+0.35 (+0.03%)

NAV as on 2026-07-19 · Debt · Liquid

AUM

₹564 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.08%

Risk

Low

THE WEALTH COMPANY LIQUID FUND DIRECT GROWTH
₹1,050.7+0.03%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+6.6%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹1,001.05
₹1,050.7

100% from 52W low

Fund Information

LiquidDebtSince 16-10-2025

Fund House

The Wealth Company Mutual Fund

Category

Debt - Liquid

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash99.6%

Market Cap Split

Top Holdings

38 stocks
Weight1M Change
1

Reverse Repo 16-Apr-26

20.35%0.0%
2

Canara Bank

16.10%0.0%
3

Small Industries Development Bank Of India

13.18%+50.0%
4

Motilal Oswal Financial Services

8.78%0.0%
5

ICICI Bank Ltd Md

8.77%0.0%
6

Hdfc Bank Limited 05-Jun-2026**#

8.76%0.0%
7

Axis Bank Limited

8.75%0.0%
8

Union Bank Of India 12-Jun-2026**#

8.75%0.0%
9

HDFC Bank Limited

8.75%0.0%
10

Punjab National Bank

8.74%0.0%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
The Wealth Company Liquid Dir Gr5640.08---
SBI Liquid Dir Gr71,4480.20+6.3%+6.9%+6.2%
HDFC Liquid Dir Gr65,8780.20+6.3%+7.0%+6.2%
Aditya BSL Liquid Dir Gr63,6870.18+6.4%+7.0%+6.3%
ICICI Pru Liquid Dir Gr54,5430.17+6.3%+7.0%+6.2%
Axis Liquid Dir Gr44,8660.11+6.4%+7.0%+6.3%
Kotak Liquid Dir Gr39,8170.19+6.3%+7.0%+6.2%
Nippon India Liquid Dir Gr35,8700.17+6.4%+7.0%+6.3%
UTI Liquid Dir Gr33,2480.17+6.4%+7.0%+6.2%
UTI Liquid Dir Gr27,6320.17+6.4%+7.0%+6.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹564 Cr
Expense Ratio0.08%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings30

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.