NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.64
0.26%
NAV as on 17 Feb 26, 12:00 AM
very high risk
thematic
equity
NAV as on 17 Feb 26, 12:00 AM
very high risk
thematic
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-3.56%p.a.
Since Inception
About The Wealth Company Ethical Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the The Wealth Company Ethical Fund - Growth scheme from The Wealth Company Mutual Fund. It is a Thematic mutual fund scheme that predominantly invests in Thematic stocks of companies. Launched on Oct 2025, The Wealth Company Ethical Fund - Growth is Thematic fund of its category with 39.19 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Thematic funds.
- The Wealth Company Ethical Fund - Growth delivered 0.0% annual returns during the last year. It has delivered -3.6% average annual returns since the fund was launched.
- The Wealth Company Ethical Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The scheme seeks to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments.
Top 10 Holdings
GE T&D India Ltd
3.05%
Asian Paints Ltd
2.39%
Bajaj Finserv Ltd
2.64%
Bharat Petroleum Corporation Ltd
3.26%
Blue Star Ltd
2.69%
Colgate-Palmolive (India) Ltd
2.65%
Cummins India Ltd
3.51%
Firstsource Solutions Ltd
1.96%
HCL Technologies Ltd
2.90%
Hindalco Industries Ltd
3.05%
Fund Managers
- Aparna Shanker (Sep 2025 - Present)
- Saloni Kapadia (Jan 2026 - Present)
Key Information
View Scheme Document
The Wealth Company Ethical Fund - Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on The Wealth Company Ethical Fund - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in The Wealth Company Ethical Fund - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in The Wealth Company Ethical Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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