Home

Our Funds

The Wealth Company Ethical Fund

THE WEALTH COMPANY ETHICAL FUND

NFO Opens:

24 Sep 2025

NFO Closes:

08 Oct 2025

Type:

An open ended equity scheme following an Ethical theme.

Benchmark:

NIFTY 500 Shariah TRI Index

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

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

•
Price change
•
Delivery volumes
•
Volatility index

Domestic indicators

•
Economic growth drivers
•
Central bank liquidity policy
•
Interest rate movements

Global indicators

•
Currency movements
•
Global bond yields
•
Global central bank policies
•
FII/DII activity

Exit & Rebalancing Strategy

•
Better opportunity
•
Drift away from initial investment rationale
•
Signs of business disruption /higher competitive intensity
•
Overlay of Technical factors like Momentum, RSI

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.

Scheme Documents

Scheme Information Document (SID)

Key Information Memorandum (KIM)

Product Deck

Product Label

This product is suitable for investors who are seeking*:

Long term capital appreciation.
Investment predominantly in equity and equity related instruments of Ethical principles compliant companies and in other instruments allowed under Ethical principles theme.

*Investors should consult their financial advisors if in doubt about whether the scheme is suitable for them.

Scheme Risk-o-meter

Ethical Fund

Benchmark Risk-o-meter

NIFTY 500 Shariah TRI Index

The above product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments are made

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Please refer to the SID, KIM, and application form before investing.

Atleast 80% of net assets of the scheme will be invested in constituents of the benchmark index.

The Wealth Company Ethical Fund FAQs

A equity portfolio built on the timeless principle of ahimsa — no harm, no bad karma. We invest in businesses that do not harm living creatures, society, or the environment, while upholding governance, financial soundness, and ethical practices.

The scheme will avoid investing in companies that generate revenues from Alcohol, Gambling, Tobacco, narcotic substances or anything largely harmful to society, leather industries, meat and poultry manufacturing, pesticides, insecticides.

Additionally, we follow select Shariah Principles which relate anything largely harmful to society such as Vulgar entertainment, Narcotics substance

Conscious investors - Those who avoid certain products in daily life and want their portfolios to mirror the same choices

HNIs and families- Seeking long-term wealth creation that is fully aligned with their values and beliefs

Millennials & Gen Z - A generation that demands purpose from their investments

Global investors Looking for India-centric opportunities rooted in ethics, responsibility, and no-harm principles

Enjoy the benefit of values-driven investing. Enter a virtuous cycle — good choices, good karma and sustainable prosperity

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.

There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

The scheme does not assure or guarantee any return.

Benchmark for the fund is NIFTY 500 Shariah TRI Index.