MUTUAL FUNDS
The Wealth Company Mutual Fund files offer document for Ethical Fund
Sep-04-2025
The Wealth Company Mutual Fund has filed offer document with SEBI to launch an open-ended equity scheme named ‘The Wealth Company Ethical Fund’. The New Fund Offer price for units would be at Rs 10 during the NFO period. Entry load will be nil and Exit load will be 1%-if redeemed/switched out within 30days from the date of allotment. Nil -if redeemed/switched out after 30days from the date of allotment. The Scheme offers Growth Option and Income Distribution Cum Capital Withdrawal Option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance of the scheme will be benchmarked against NIFTY 500 Shariah TRI Index. The minimum application amount is Rs 1000 and in multiples of Re 1 thereafter.

The investment objective of the scheme is to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments. 

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