The Wealth Company Small Cap Fund – Regular Plan – Growth – Demat/Physical
The Wealth Company Small Cap Fund – Regular Plan – Growth – Demat/Physical
High Risk | Equity
Fund Overview
Launch Date
05 Mar 2026
End Date
18 Mar 2026
Allotment Date
25 Mar 2026
NAV
₹10
Expense Ratio, Exit Load & Tax
Expense ratio
The expense ratio of the fund is 0.0% for Regular plan as on null.
Exit load
1% if redeemed/switched out within 1 year; Nil thereafter.
Minimum Investment Amounts
Minimum Investment (Rs.)
₹10,000.00
Minimum Additional Investment (Rs.)
₹5,000.00
Minimum SIP Investment (Rs.)
₹2,000.00
Minimum Withdrawal (Rs.)
₹1.00
Fund Managment
Aparna Shanker
Since Mar 2026
Education
MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Experience
Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
Fund House & Investment Objective
The Wealth Company Small Cap Fund - Regular Plan - Growth - Demat/Physical
The Wealth Company Small Cap Fund (Regular Plan - Growth) is an open-ended equity scheme launched in early 2026, targeting long-term capital appreciation by investing primarily in small-cap stocks. It carries a very high risk, suitable for investors seeking high growth potential. Minimum investment is ₹10,000 for lumpsum and ₹2,000 monthly for SIP.
Investment Objective
The schemes seeks to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.
Fund benchmark
NIFTY Smallcap 250 Total Return Index
Fund House Contact Details
Address
Pantomath Nucleus House, Saki-Vihar Road, Andheri East, Mumbai - 400072
Phone
1800 267 3454
Launch Fund Date
05 Mar 2026
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