The Wealth Company Ethical IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Jyoti CNC Automation LtdCapital Goods3.96%
Netweb Technologies India LtdTechnology3.49%
The Clearing Corporation Of India Ltd. 01-Oct-2026Utilities3.26%
Net Receivable/PayableUtilities3.18%
GE Vernova T&D India LtdCapital Goods2.99%
Marico LtdConsumers2.90%
Redington LtdTechnology2.90%
Amber Enterprises India Ltd Ordinary SharesConsumers2.88%
Tata Consultancy Services LtdTechnology2.87%
Tech Mahindra LtdTechnology2.85%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.78%
Regulatory & Tax Information
INF2F0001230
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)