Sector/Theme - EthicalVery HighNot Rated₹34 Cr.
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The Wealth Company Ethical Fund-Reg(G) is an open-ended equity mutual fund offered by The Wealth Company Mutual Fund. The scheme invests primarily in Sector/Theme - Ethical equity and equity-related instruments in accordance with SEBI’s classification, with the objective of achieving capital appreciation over the long term.
The fund follows a structured investment approach based on fundamental and quantitative research, with portfolio construction guided by a disciplined risk return framework focusing on high quality stocks. It seeks to align investments with prevailing market conditions while adhering to defined risk management practices.
As an open-ended scheme, investors may redeem or subscribe units at the NAV of ₹9.16 as of 08 Apr 2026 at the time of the transaction. The scheme is designed for investors with a long-term investment horizon who are comfortable with high risk, and it will form a part of a diversified investment portfolio.
If you wish to invest in companies following ethical or moral principles and are unsure how to structure your portfolio, then ethical funds can serve as an appropriate option. Ethical funds follow moral or religious criteria and avoid certain sectors. The restricted universe increases risk compared to diversified funds but is generally lower than highly cyclical or volatile sectoral funds. As per SEBI, Ethical Funds should maintain a minimum allocation of 80% in stocks meeting ethical or moral criteria. These funds are suitable for investors with a very high risk appetite and a long-term horizon of 10+ years.
Key advantages include:
Before investing in Sector/Theme - Ethical mutual funds, investors should evaluate:
Choosing funds that align with your financial goals is more important than chasing short-term returns.
The Wealth Company Ethical Fund-Reg(G) is suitable for investors looking to create wealth while maintaining high risk. Understanding how these funds work, their risks, and their role in a portfolio can help investors make informed investment decisions aligned with their financial goals.
To invest a lumpsum amount in The Wealth Company Ethical Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select The Wealth Company Ethical Fund-Reg(G) from the list, the amount to be invested & make the payment.
To start a SIP (Systematic Investment Plan) in The Wealth Company Ethical Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select The Wealth Company Ethical Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in The Wealth Company Ethical Fund-Reg(G).
It will take up to one trading day for the invested The Wealth Company Ethical Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in The Wealth Company Ethical Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.
Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.
