The Wealth Company Mutual Fund launches The Wealth Company Small Cap Fund

05 Mar,   2026 By: Eastern Fin Research Team #Mutual Fund

NFO period: 05th Mar - 18th Mar, 2026

Highlights of the NFO:

  • Scheme type - An open ended equity scheme predominantly investing in small cap stocks

  • Investment objective - To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies. 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 to generate long term capital appreciation / income. Investment predominantly in small cap companies.

  • Minimum Application Amount - Minimum of Rs. 5,000/- and in multiples of Rs.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 SmallCap 250 index (TRI)
Download - KIM
Download - SID

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

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