Wealthy vs R1
Detailed brokerage comparison with R1 — 577 matched schemes analyzed, Wealthy wins on 74%.
Head-to-Head Brokerage Comparison (Feb 2026)
Based on 577 matched mutual fund schemes (Equity, Hybrid, Commodity categories)
| Metric | Result |
|---|---|
| Wealthy pays MORE | 429 schemes (74%) |
| R1 pays more | 121 schemes (21%) |
| Equal | 27 schemes (5%) |
| Avg difference | +0.08% in Wealthy’s favor |
Scheme Coverage
| Platform | Total Schemes |
|---|---|
| Wealthy | 1,589 (all categories incl. debt, liquid) |
| R1 | 852 (equity, hybrid, commodity only) |
Wealthy covers nearly 2x more schemes across all categories.
Top Wealthy Advantages (Biggest Gaps)
| Scheme | Wealthy | R1 | Gap |
|---|---|---|---|
| JM Large & Mid Cap | 1.23% | 0.71% | +0.52% |
| JM Large Cap | 1.23% | 0.75% | +0.48% |
| JM Small Cap | 1.12% | 0.75% | +0.37% |
| Motilal Oswal Business Cycle | 0.94% | 0.62% | +0.32% |
| ICICI Pru Retirement Pure Equity | 1.01% | 0.71% | +0.30% |
Where R1 Pays More
| Scheme | Wealthy | R1 | Gap |
|---|---|---|---|
| DSP World Gold Mining FoF | 0.41% | 0.64% | -0.23% |
| UTI Nifty India Manufacturing Index | 0.30% | 0.51% | -0.21% |
| DSP Business Cycle | 0.79% | 0.97% | -0.18% |
| Helios Balanced Advantage | 0.94% | 1.11% | -0.17% |
Key Pitch Points
- Wealthy pays more on 74% of matched schemes — clear data advantage
- Average +0.08% higher trail across 577 schemes — adds up significantly at scale
- Wealthy covers 1,589 schemes vs R1’s 852 — nearly double the coverage
- R1 doesn’t cover debt/liquid schemes — full comparison not possible, but Wealthy offers these categories too
- Beyond brokerage — Wealthy provides AI tech platform, dedicated RM, complete product ecosystem (insurance, broking, bonds, PMS, AIF)
Note: R1’s published rates only cover Equity, Hybrid, and Commodity schemes. Wealthy’s complete catalog includes Debt, Liquid, and other categories that R1 does not publish rates for.