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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Small Cap Fund median (34 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 30 Mar 2026 – 20 Aug 2026, limited by The Wealth Company Small Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | The Wealth Company Small Cap Fund | Nifty Smallcap 250 |
|---|---|---|
| 30 Mar 2026 | ₹100.00 | ₹100.00 |
| 11 Apr 2026 | ₹105.39 | ₹110.25 |
| 23 Apr 2026 | ₹109.27 | ₹116.12 |
| 05 May 2026 | ₹110.49 | ₹118.47 |
| 17 May 2026 | ₹108.77 | ₹117.04 |
| 29 May 2026 | ₹110.43 | ₹118.92 |
| 10 Jun 2026 | ₹109.76 | ₹117.46 |
| 21 Jun 2026 | ₹114.65 | ₹123.97 |
| 03 Jul 2026 | ₹114.98 | ₹125.95 |
| 15 Jul 2026 | ₹116.39 | ₹126.66 |
| 27 Jul 2026 | ₹115.28 | ₹124.75 |
| 08 Aug 2026 | ₹118.89 | ₹128.47 |
| 20 Aug 2026 | ₹119.66 | ₹128.35 |
| Metric | The Wealth Company · Regular · IDCW NAV ₹11.81 Very High risk Unrated | Category median Small Cap Fund · 34 funds |
|---|---|---|
| — | +7.77% | |
| — | +11.04% | |
| — | +13.21% | |
| — | +11.26% | |
| +19.66% | +15.35% | |
| +39.30% | — | |
| — | +16.66% | |
| — | +15.71% | |
| — | +12.21% | |
| Risk | ||
| 12.98% | 18.02% | |
| — | 0.37 | |
| — | 0.48 | |
| -5.37% | -36.49% | |
| Nifty Smallcap 250 | — | |
| — | -1.99% | |
| — | 0.88 | |
| — | 83.6% | |
| — | 86.1% | |
| 4.19% | 2.00% | |
| ₹62.39Cr | ₹5,674Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹2.00K | — | |
| ₹10.00K | — | |
| — | 27% | |
| Aparna Shanker | — | |
| 30 Mar 2026 | — | |
| 56 | — | |
| 22.0% | — | |
| 0.7% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.