MUTUAL FUNDS
The Wealth Company Mutual Fund files offer document for Large & Mid Cap Fund
Mar-27-2026

The Wealth Company Mutual Fund has filed offer document with SEBI to launch an open-ended equity scheme named ‘The Wealth Company Large & Mid Cap Fund’. The New Fund Offer price for units would be Rs 10 each during the NFO. Entry load will be nil. Exit load will be 1.00% - if Units are redeemed/ switched-out within 120 days from the date of allotment. No Exit Load - if Units are redeemed / switched-out after120 days from the date of allotment. The Scheme offers growth and income distribution cum capital withdrawal (IDCW) option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance will be benchmarked against NIFTY Large Midcap 250 TRI. The minimum application amount during NFO will be Rs 1000 and in multiple 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 Large and mid-cap companies.

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