3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
| # | Fund / ETF | Weight | YTD |
|---|---|---|---|
| 1 | The Wealth Company Gold ETF
INF2F0001370 |
98.23%
|
+0.00% |
To generate long-term Capital appreciation from a portfolio created by investing in units of The Wealth Company Gold ETF. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund manager(s): Niranjan Das
Exit load: No charges for withdrawal