The Wealth Company Arbitrage Fund - Direct Plan - Growth
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 1 year it returned 6.4%.
- Volatility over 3 years was 1.6% a year.
- Its biggest fall from a peak was 0.6% (3 Aug 2026 to 6 Aug 2026).
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.13% | +0.54% | +1.47% | +2.99% | +5.02% | +6.35% | — | — | — | — | — | +6.35% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Arbitrage Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD |
|---|---|
| This fund | +5.02% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 1.56% | 1.56% |
| Sharpe ratio ? | — | — |
| Sortino ratio ? | — | — |
| Maximum drawdown | -0.57% | -0.57% |
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,10,000 | ₹1,13,447 | ₹3,447 | +6.34% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Arbitrage Funds (39)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- The Wealth Company Mutual Fund
- Category
- Arbitrage Funds · Hybrid
- Plan / option
- Direct · Growth
- AMFI scheme code
- 153891
- ISIN
- INF2F0001271
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Arbitrage Funds
Arbitrage Funds earn from price differences between the cash and futures markets, with at least 65% in equity-related positions. Risk is generally low and returns are usually close to short-term debt; they are taxed as equity funds.
Generally used by investors parking money for a few months who are in a higher tax slab.
Other plans of this scheme
Questions about this scheme
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What are Arbitrage Funds?
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