THE WEALTH COMPANY FLEXI CAP FUND - REGULAR GROWTH

— · Flexi Cap

High

₹9.90

Current NAV

25 Jun 2026

15.0%

1Y Return

12.0%

3Y CAGR

16.0%

5Y CAGR

Watchlist

Generates significant excess returns relative to benchmark index (Alpha: 3.30).
Very large asset base (AUM: ₹13,850 Cr) indicating high investor trust and liquidity.
Well-diversified portfolio aligned with the Flexi Cap mandate.

Long-term wealth creation (5+ years horizon) like retirement or child education.
Systematic investments (SIP) for long-term target goal-based planning.

Short-term goals (under 3 years) where preserving the capital is the main priority.
Short-term trading or speculative investment horizons.

Risk Profile: High Risk

Low Moderate High Very High

0.80

Sharpe Ratio

0.70

Beta

3.30

Alpha

0.88

Sortino

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