The Wealth Company Mutual Fund launches The Wealth Company Flexi Cap 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 dynamic equity scheme investing across large cap, mid cap, small cap Stocks.

  • Investment objective - To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

  • Product suitability - This product is suitable for investors who are seeking long term capital appreciation. Investment in equity and equity related securities of companies across market capitalization.

  • 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 ,Mr. Umesh Sharma & Mr. Varun Nanavati

  • Benchmark - NSE 500 TRI

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

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