Expense ratio, exit load and tax
Expense ratio: 0.41%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 30 Days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Fund management
Education
Mr. Sharma is a B.Com (H), CS and CA.
Experience
Prior to joining The Wealth Company Mutual Fund he has worked with Franklin Templeton MF, ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
Managed Schemes
Education
Mr. Das is MBA in Finance and M.Com
Experience
Prior to joining the The Wealh Company MF,he has been worked with UTI Mutual Fund for 30 years.
Managed Schemes
Education
MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Experience
Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.