The Wealth Company Mutual Fund launched The Wealth Company Small Cap Fund on March 5, 2026. The scheme is an open-ended equity fund that will primarily invest in small-cap companies and related equity instruments.
The New Fund Offer (NFO) opened for subscription on March 5, 2026 and will remain open until March 18, 2026. The fund house stated that the scheme aims to generate long-term capital growth and income for investors.
Fund Details
The scheme is named The Wealth Company Small Cap Fund and is structured as an open-ended equity scheme. The NFO opened on March 5, 2026 and will close on March 18, 2026.
The minimum investment amount is ₹10,000, with additional investments allowed in multiples of ₹1. The minimum monthly Systematic Investment Plan (SIP) amount is ₹2,000, with further contributions permitted in multiples of ₹1.
The scheme is available under both Regular and Direct plans. An exit load of 1% will be applicable if units are redeemed or switched within one year from the date of unit allotment.
The benchmark index for the scheme is the NIFTY SmallCap 250 Index (TRI). The fund has been categorized under the Very High Risk level. Aparna Shankar has been appointed as the fund manager.
Investment Strategy
The Wealth Company Small Cap Fund will follow an active investment strategy aimed at generating long-term capital growth and income. The scheme will primarily invest in small-cap equities.
At least 65% of the fund’s assets will be invested in small-cap companies. The remaining allocation may be invested in other equities and equity-related instruments to build the overall portfolio.
The scheme may also invest a portion of its assets in debt instruments and money market instruments with the objective of generating income. Decisions regarding fixed income investments will consider macroeconomic conditions, market environment, credit quality, liquidity, and interest rates.
To further diversify the portfolio, the scheme may invest in Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs).
Systematic Investment Plan
Investors can participate in the scheme through a Systematic Investment Plan starting with a minimum monthly investment of ₹2,000. Subsequent contributions can be increased in multiples of ₹1.
According to the fund house, investing through SIP allows investors to benefit from dollar cost averaging, which can help reduce the impact of market fluctuations over time.
Investor Suitability
According to the fund house, the scheme may be suitable for investors seeking long-term capital growth, those interested in investing in small-cap equities, and investors capable of tolerating high levels of market risk.
The scheme has been classified under the Very High Risk category, and investors are advised to understand the associated risks before investing.
Fund Management
Aparna Shankar will serve as the fund manager for the scheme. She will be responsible for managing the portfolio and ensuring dynamic allocation of investments based on market developments.
