The Wealth Company Ethical Fund
NAV
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Quick Reasons to Invest
Why Ethical? A refined way of investing
The Ethical Fund is more than wealth creation — it is prosperity with purpose. Ethical investing is deeply personal and values-first. The Ethical Fund aligns financial growth with compassion, responsibility and your own beliefs.
Fund Snapshot
Feature
Details
Type
An open ended equity scheme following an Ethical theme.
Minimum Application
Rs. 1,000/- and in multiples of Rs. 1/- thereafter
Minimum Redemption
'Any amount' or 'any number of units' as requested by the investor
Entry Load
Nil
Exit Load
1% - If redeemed/switched out within 30 days from the date of allotment. Nil - if redeemed/switched out after 30 days from the date of allotment.
Plans/Options
Direct Plan / Regular Plan — Growth & IDCW (Payout / Reinvestment)
Riskometer
Very High
Investment Objective
The investment objective of the Scheme is 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.
However, there is no assurance that the investment objective of the scheme will be achieved.
Our Investment Approach
A) C.H.A.N.G.E. Framework
Capable Management
Proven leadership with vision, experience and the ability to adapt
Historical performance
Sound operating metrics, efficient capital allocation and strong return ratios
Attractive valuations
Entry at reasonable prices based on comparative and dynamic metrics
Navigating market cycles
Management's ability to respond to economic shifts and competitive changes
Governance & transparency
Alignment with minority shareholders and clean corporate practices
Earnings growth & execution excellence
Scalable models with consistent growth and operational delivery
B) E.D.G.E. Framework
Exchange and market specific indicators
Domestic indicators
Global indicators
Exit & Rebalancing Strategy
Fund Managers
Ms. Aparna Shanker
(Equity)
Over 32 years of experience in the Mutual Fund industry across various domains. From Apr 2022 to Jan 2025: Fund Manager, SBI Resurgent India Opportunities Fund. From Sept 2012 to Mar 2022: Fund Manager, SBI ESG Fund (PMS), Amundi India Infrastructure Opportunities Fund (international mandate managed by SBI Funds Management). She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past.
Ms. Saloni Kapadia
(Equity)
Ms. Saloni Kapadia is an investment professional with over 19 years of experience in fund management, equity research, fixed income, and ESG initiatives across India and Asian markets. She holds an MBA from SP Jain and is a CFA charter holder. She was previously associated with Aviva Life Insurance India, where she managed equity and fixed income portfolios, and has also held leadership roles at Phillip Capital Management and State Bank of India.
Scheme Documents
Scheme Information Document (SID)
Key Information Memorandum (KIM)
Product Deck
Product Label
Scheme Risk-o-meter
Investors understand that their principal will be at Very High Risk
Ethical Fund
Benchmark Risk-o-meter
The Risk of the Benchmark is Very High Risk
NIFTY 500 Shariah TRI Index
