MFIC › Fund managers › Aparna Shanker

Aparna Shanker

Fund manager of 8 schemes tracked by MFIC at The Wealth Company Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 1 Oct 2026.

Schemes
8
Earliest start listed
12 Dec 2025
3Y CAGR above category median
n/a
AUM of these schemes
₹1,094 cr
Schemes managed one line per scheme · Regular plan where available
SchemeCategoryManaging sinceTenure3Y CAGRCategory 3Y median5Y CAGRAUM (₹ cr)
The Wealth Company Arbitrage Fund
The Wealth Company Mutual Fund · Regular
Arbitrage12 Dec 20250.8 yn/a6.6%n/a138
The Wealth Company Balanced Advantage Fund
The Wealth Company Mutual Fund · Regular
Balanced Advantagen/an/an/a7.5%n/a43
The Wealth Company Flexi Cap Fund
The Wealth Company Mutual Fund · Regular
Flexi Cap25 Sep 20260.0 yn/a9.7%n/a239
The Wealth Company Large & Mid Cap Fund
The Wealth Company Mutual Fund · Regular
Large & Mid Cap9 Jul 20260.2 yn/a10.6%n/a109
The Wealth Company Mid Cap Fund
The Wealth Company Mutual Fund · Regular
Mid Cap5 Aug 20260.2 yn/a13.9%n/a172
The Wealth Company Multi Asset Allocation Fund
The Wealth Company Mutual Fund · Regular
Multi Asset Allocation1 Jan 20260.8 yn/a12.8%n/a212
THE WEALTH COMPANY ETHICAL FUND
The Wealth Company Mutual Fund · Regular
Sectoral/Thematic1 Jan 20260.8 yn/a11.7%n/a39
The Wealth Company Small Cap Fund
The Wealth Company Mutual Fund · Regular
Small Cap9 Jul 20260.2 yn/a13.5%n/a144

Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.

Questions
Which mutual fund schemes does Aparna Shanker manage?
According to the schemes' Summary Documents, Aparna Shanker is a listed fund manager of 8 schemes tracked by MFIC: The Wealth Company Flexi Cap Fund, The Wealth Company Large & Mid Cap Fund, THE WEALTH COMPANY ETHICAL FUND, The Wealth Company Small Cap Fund, The Wealth Company Mid Cap Fund, The Wealth Company Arbitrage Fund, The Wealth Company Balanced Advantage Fund, The Wealth Company Multi Asset Allocation Fund.
Since when has Aparna Shanker managed these schemes?
The earliest start date listed is 12 Dec 2025. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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