The Wealth Company Mutual Fund launches The Wealth Company Ethical Fund
24 Sep,   2025 By: Eastern Fin Research Team #Mutual Fund

NFO period: 24th Sep - 08th Oct, 2025

Highlights of the NFO:

  • Scheme type - An open ended equity scheme following an Ethical Theme.

  • Investment objective - The investment objective of the Scheme is to provide investors with opportunities for long term growth in capital through an active management principle in a diversified basket of Ethical compliant equity and equity related instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.

  • Product suitability - This product is suitable for investors who are seeking long term capital appreciation. Investment predominantly in equity and equity related instruments of Ethical principles compliant companies and in other instruments allowed under Ethical principles theme.

  • Minimum Application Amount - Rs. 1000 and in multiples of Re. 1/- thereafter

  • Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option)

  • Fund Managers - Ms. Aparna Shanker

  • Benchmark - NIFTY 500 Shariah TRI Index

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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