Sushil Bajaj |
| Feature | Details |
|---|---|
| Fund Name | The Wealth Company Ethical Fund |
| Category | Equity |
| Scheme Type | Open-Ended |
| Sub-Category | Equity Theme – Shariah |
| Risk Level | Very High |
| Fund Manager | Aparna Shanker |
| Minimum Investment | ₹1,000 |
| Incremental Investment | ₹1,000 |
| Exit Load | 1% |
| Open Date | September 24, 2025 |
| Close Date | October 08, 2025 |
| NAV Calculation | Daily |
An Ethical Fund is a form of investment that puts money into companies that align with ethical or socially responsible values. Unlike standard equity funds, ethical funds will not invest in activities that are damaging to society, environment, or contrary to any moral or religious values.
Some of the things typically screened out:
In this case, The Wealth Company Ethical Fund will be under a Shariah-compliant framework, ensuring that the investment methodology focuses on fairness, responsibility, and avoidance of excessive speculation.
The fund is intended to achieve capital growth over the long term by dynamically managing a diversified portfolio of Shariah-compliant, ethical screened equities.
There are no guarantees of any returns.
The fund will ensure that the companies, which come into the portfolio, are screened both for ethical integrity and financial condition.
The likely benchmark for the fund will be aligned to a Shariah-compliant equity index such as the Nifty 500 Shariah Index or an ethical proprietary benchmark (specifics would be listed in the official fund document).
Top Holdings Of Benchmark
You can easily invest through our online investment platform.
Q1. How does this fund deal with market volatility?
The ethical fund’s diverse portfolio diversifies exposure by investing in stable, high-quality sectors ratherthan relying on riskiersectors.
Q2. Will restrictions on investing ethically mean lower returns?
Even if some high-return but unethical sectors are excluded, the ethical fund should continue to focus on ethical investments that are sound financially to deliver similar returns.
Q3. Is this fund suitable for short-term investing?
Ethical funds aim to provide and create difference and wealth over a long-term time horizon and avoid speculative or short-term approaches.
Q4. If I am not Muslim, can I invest in this Shariah fund?
Yes, the core principle of Shariah compliantfunds is that they are ethical investments and, therefore, should appeal to anyone who values socially responsible practices.
Q5. Is the portfolio selection process transparent enough?
The fund works with both an industry-standard Shariah advisory board and its own approved integrity framework for sound governance and transparency.
Q1. What is the minimum amount to invest?
Minimum investment is ₹1,000
Q2. How often is the NAV?
NAV is calculated daily.
Q3. What is the level of risk of the Ethical product?
This would be classified as Very High Risk, which is, in part, consistent with many other equity thematic funds.
Q4. Will I receive guaranteed returns?
No, expectations for returns is subject to the performance of the ethical portfolio allocated in the market.
Q5. Who manages the fund?
The fund is managed by Aparna Shanker, with guidance from a Shariah advisory board.
The Wealth Company Ethical Fund is an ideal choice for investors who want to grow wealth responsibly while adhering to ethical and Shariah principles. It combines value-based investing with strong financial discipline, making it a unique proposition in India’s mutual fund market.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
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