AMFI - Registered Mutual Fund Distributor

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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Launch Date15 Jun 2026

Closing Date29 Jun 2026

Allotment Date03 Jul 2026

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Closing Date16 Jun 2026

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Closing Date22 Jun 2026

Allotment Date29 Jun 2026

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Closing Date19 Jun 2026

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Closing Date19 Jun 2026

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Closing Date12 Jun 2026

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Dsp Nifty Fmcg Etf – Demat Only

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Very High Risk | Equity

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Select Risk Level | Equity

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

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Very High Risk | Equity

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

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Closing Date15 Oct 2025

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Testimonial

Genuine Review Form Statisifed Customers

4.9 Out of 5 (15111 Reviews)

I enrolled in NPS through KSquare and found their portal extremely intuitive. Their team guided me at every step.

Shruti Anand

Shruti Anand

UX Researcher

I started SIPs with KSquare six months ago and already see consistent growth. Their timely updates and reports make tracking easy. Definitely a smart decision for financial planning.

Rajeev Nair

Rajeev Nair

Business Analyst

KSquare made my NPS journey easy. Their guidance and clear comparison of schemes helped me confidently plan for retirement. I highly recommend their personalized pension support.

Aakash Mehta

Aakash Mehta

Civil Engineer

Mutual funds were new to me, but KSquare’s team made sure I understood everything. I now invest regularly with confidence and clarity.

Tanvi Desai

Tanvi Desai

Nutrition Consultant

Living in Europe, I missed investing in India. KSquare filled that gap with an easy-to-use, trustworthy service. Love it!

Meghna Chauhan

Meghna Chauhan

Public Health Specialist

KSquare stands out with their personalized approach to NRI investing. Their team’s insights and professionalism are unmatched.

Neel Sharma

Neel Sharma

Real Estate Analyst

I was skeptical about loans on mutual funds, but KSquare provided full clarity and fast execution. Loved the experience!

Ishita Mehra

Ishita Mehra

Research Associate

KSquare guided me in building a strong emergency fund. I now feel safe knowing unexpected medical or financial situations won’t disturb our family. Truly reliable and dedicated service.

Deepika Reddy

Deepika Reddy

KSquare helped me invest in Indian markets with zero stress. Their NRI Corner is truly designed for people living abroad.

Ira D’Souza

Ira D’Souza

Startup Advisor

KSquare’s SIP plans align perfectly with my monthly savings goals. I appreciate how effortless the process is. It's really helped me become financially disciplined.

Ananya Joshi

Ananya Joshi

Interior Designer

FAQ's

Frequenlty Asked Question

Can I invest in an NFO online with KSquare?

Yes, KSquare’s digital platform enables secure and quick online investments in NFOs with just a few clicks.

Are mutual funds suitable for short-term goals?

Debt and liquid funds are ideal for short-term goals, while equity funds are better for long-term wealth creation.

Are returns from mutual funds taxable for NRIs?

Yes, returns are subject to TDS based on fund type and holding period. KSquare helps you plan for this.

How do I choose the right asset allocation in NPS?

KSquare helps you select between Active and Auto choices based on your age, risk appetite, and retirement goals.

Can I prepay the loan without penalties?

Most lenders allow prepayment without extra charges. KSquare ensures these terms are clearly shared before you proceed.

How are mutual fund returns calculated?

Returns are based on the Net Asset Value (NAV) movement of the fund and any dividends paid out over time.

Can I start SIPs with a small monthly amount?

Yes, KSquare allows flexible SIP amounts, enabling anyone to start small and gradually increase investments based on comfort

Is there a processing fee for LAMF through KSquare?

A nominal processing fee may apply depending on the lender. KSquare clearly discloses all charges upfront.

App Store

Ksquare Timeline Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor having ARN No. 146262. Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. This website is intended only for informational and self-help purposes and should not be considered as investment advice or return guarantee. Past performance is not indicative of future results. Terms & Conditions apply.