MUTUAL FUNDS
The Wealth Company MF introduces Large & Mid Cap Fund
May-21-2026

The Wealth Company Mutual Fund (MF) has launched The Wealth Company Large & Mid Cap Fund, an open-ended equity scheme investing in both large cap and mid cap stocks. The NFO opens for subscription on May 21, 2026 and closes on June 04, 2026. The Entry Load nil for the scheme. The Exit Load will be 1.00% - if Units are redeemed/ switched-out within 120 days from the date of allotment and No Exit Load - if Units are redeemed / switched-out after 120 days from the date of allotment. The minimum subscription amount is Rs 1,000/- and in multiples of Rs. 1/- thereafter.

The performance of the Scheme is benchmarked against Nifty Large Midcap 250 TRI and its fund managers are Aparna Shanker and Umesh Sharma.

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 cap and mid cap companies.


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