MUTUAL FUNDS
The Wealth Company MF introduces Small Cap Fund
Mar-05-2026

The Wealth Company Mutual Fund has launched The Wealth Company Small Cap Fund, an open-ended equity scheme predominantly investing in small cap stocks. The NFO opens for subscription on March 05, 2026 and closes on March 18, 2026. The Entry Load is nil for the scheme. The Exit Load will be 1.00% - if Units are redeemed/ switched-out within 1 year from the date of allotment and No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment. The minimum subscription amount is Rs 10,000 and in multiples of Rs 1 thereafter.

The performance of the Scheme will be benchmarked to NIFTY SmallCap 250 index (TRI) and its fund manager is Aparna Shanker.

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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