A Oneindia Venture

The Wealth Company Small Cap Fund NFO

By The Wealth Company Mutual Fund Equity Diversified
Open for Subscription Closes in 9 days

Offer Price

₹10.00

Min. Investment

₹10000

Open Date

05 Mar 2026

Close Date

18 Mar 2026

SIP Amount

₹2000

The Wealth Company Small Cap Fund is a New Fund Offer (NFO) by Wealth Company Asset Management Holdings Private Limited categorized under Diversified. The NFO is open for subscription from 05 Mar 2026 to 18 Mar 2026. Investors can subscribe with a lumpsum investment of ₹10,000. The offer price is ₹10.00 per unit. The fund will be managed by Aparna Shanker. The fund has a risk rating of 'Very High' . It will benchmark against Nifty Smallcap 250 Total Return.

Fund Details

Offer Price
₹10.00 per unit
Subscription Period
05 Mar 2026 to 18 Mar 2026
Min. Lumpsum Amount
₹10000
SIP Amount
Rs. 2000
Scheme Type
Open Ended
Category
Equity - Small Cap
Risk Level
Very High
Exit Load
1%
Benchmark
Nifty Smallcap 250 Total Return
Plan Options
Growth, IDCW, IDCW-Reinvestment

Fund 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.

AMC Details

Name
The Wealth Company Mutual Fund
Fund Manager
Ms. Aparna Shanker (Equity)
Website
https://www.wealthcompanyamc.in

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Scheme Name
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Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
DSP Small Cap Fund - Direct Plan
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PGIM India Small Cap Fund - Direct Plan
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2.26% 30.00% 0.00% ₹1,487 0.57%
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Aditya Birla Sun Life Small Cap Fund
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5.55% 29.50% 36.81% ₹4,778 1.90%
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Aditya Birla Sun Life Small Cap Fund
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5.55% 29.50% 36.81% ₹4,778 1.90%
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DSP Small Cap Fund
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3.96% 28.65% 48.55% ₹16,135 1.71%
Very High
DSP Small Cap Fund
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3.96% 28.65% 48.55% ₹16,135 1.71%
Very High

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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