MUTUAL FUNDS
The Wealth Company Mutual Fund files offer document for Small Cap Fund
Dec-10-2025

The Wealth Company Mutual Fund has filed offer document with SEBI to launch an open ended equity scheme named ‘The Wealth Company Small Cap Fund'. The New Fund Offer price for units would be Rs 10 each during the New Fund Offer Period. Entry load will be nil and Exit load will be 1% if redeemed or switched out with in 1 year from the date of allotment of units, and Nil if redeemed or switched out after 1 year from the date of allotment of units. The Scheme offers Growth and Income Distribution cum Capital Withdrawal (IDCW) for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance of the scheme will be benchmarked against NIFTY SmallCap 250 index (TRI). The minimum application amount is Rs 10,000 and in multiples of Rs 1 thereafter.

The investment objective of the scheme is to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.

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