Skip to content
Felix Wealth
For distributors
MenuClose

Aparna Shanker

Fund manager at The Wealth Company Mutual Fund

Schemes managed
8
Assets in those schemes
₹1,094 crRegular plan – Growth, 30 Sep 2026
Longest tenure
The Wealth Company Arbitrage Fundsince 24 Sep 2025

Source: fund houses’ disclosures, as of 28 Oct 2026.

Schemes managed, A to Z

The schemes Aparna Shanker manages, A to Z
SchemeCategoryRoleSinceCo-managersAssets, ₹ cr
The Wealth Company Arbitrage FundArbitrage FundFund manager, equity24 Sep 2025Neeraj Jain, Rouhak Shah13830 Sep 2026
The Wealth Company Balanced Advantage FundDynamic Asset Allocation FundFund manager, equity27 Jan 2026Umesh Sharma, Varun Nanavati4330 Sep 2026
The Wealth Company Ethical FundSectoral/Thematic FundFund manager24 Sep 2025Saloni Kapadia3930 Sep 2026
The Wealth Company Flexi Cap FundFlexi Cap FundFund manager24 Sep 2025Chinmay Sathe23930 Sep 2026
The Wealth Company Large & Mid Cap FundLarge & Mid Cap FundFund manager21 May 2026Chinmay Sathe10930 Sep 2026
The Wealth Company Mid Cap FundMid Cap FundFund manager15 Jul 2026Chinmay Sathe17230 Sep 2026
The Wealth Company Multi Asset Allocation FundMulti Asset Allocation FundFund manager, equity19 Nov 2025Niranjan Das, Umesh Sharma21230 Sep 2026
The Wealth Company Small Cap FundSmall Cap FundFund manager5 Mar 2026Chinmay Sathe14430 Sep 2026

Regular plan – Growth for every scheme; assets at the month-end shown, as each fund house discloses them.

How long on each scheme

  • The Wealth Company Arbitrage Fund1 year 1 month, since 24 Sep 2025
  • The Wealth Company Balanced Advantage Fund9 months, since 27 Jan 2026
  • The Wealth Company Ethical Fund1 year 1 month, since 24 Sep 2025
  • The Wealth Company Flexi Cap Fund1 year 1 month, since 24 Sep 2025
  • The Wealth Company Large & Mid Cap Fund5 months, since 21 May 2026
  • The Wealth Company Mid Cap Fund3 months, since 15 Jul 2026
  • The Wealth Company Multi Asset Allocation Fund11 months, since 19 Nov 2025
  • The Wealth Company Small Cap Fund7 months, since 5 Mar 2026

Managers who left before 28 Oct 2026 are not shown.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.