Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    THE WEALTH COMPANY ETHICAL FUND
  • Opening:
    24th September 2025
  • Closing:
    8th September 2025
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 1,000/- and in multiples of Rs. 1/- thereafter
  • Plan:
    Direct and Regular
  • Options:
    Growth and IDCW
  • Entry Load:
    NIL
  • Exit Road:
    1% of NAV, If redeemed/switched out within 30 days from the date of allotment.
  • Thereafter:
    NIL

Fund Stats

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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Aparna Shanker

Asset Allocation

80%-100% Equity
upto 20% Debt and Money Market
Comparable existing schemes
Tata Ethical -13.84(1Y) 11.10(3Y)
Taurus Ethical -12.42(1Y) 13.78(3Y)

Fund Prognosis

Idea Distiller

The SHARIAH compliant scheme. But with the bigger cover of ethical investing.

  • Fund House AAUM:

  • 1000000(in Lakhs)as on 31st July,2025

  • Fund Manager:

  • Combined Experience of above 32 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

It is so easy that it is difficult to make a mark with the scheme. Others have tried. But failed. I hope this one makes better sense of it than it's fellow schemes in the past.