The Wealth Company Large & Mid Cap Fund – Regular Plan – Growth – Demat/Physical
The Wealth Company Large & Mid Cap Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Fund Overview
Launch Date
21 May 2026
End Date
04 Jun 2026
Allotment Date
08 Jun 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
0 %
Minimum Investment Amounts
Min. Investment
₹1000
Minimum SIP
₹250
Fund Managment
Aparna Shanker and Umesh Sharma
Education
Experience
Fund House & Investment Objective
The Wealth Company Large & Mid Cap Fund - Regular Plan - Growth - Demat/Physical
The Wealth Company Large & Mid Cap Fund (Regular-Growth) is an open-ended equity scheme that invests in large and mid-cap stocks. It features an investment minimum of ₹1,000 and is available for purchase in both physical statement form (via RTAs like KFintech/CAMS) and electronic (Demat) form.
Investment Objective
The primary investment objective of The Wealth Company Large & Mid Cap Fund - Regular Plan - Growth is to provide long-term capital appreciation and income. It achieves this by investing predominantly in a diversified portfolio of equity and equity-related securities of established large-cap and high-potential mid-cap companies.
Fund benchmark
Nifty Large Midcap 250 TRI
Fund House Contact Details
Address
Pantomath Nucleus House, Saki Vihar Road, Andheri (E), Mumbai, Maharashtra 400072
Phone
1800 267 3454
Launch Fund Date
21 May 2026
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Closing Date12 Jun 2026
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Closing Date19 May 2026
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Closing Date24 Apr 2026
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Closing Date24 Apr 2026
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Closing Date22 Apr 2026
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Launch Date19 Mar 2026
Closing Date25 Mar 2026
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Closing Date23 Mar 2026
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Closing Date24 Mar 2026
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Launch Date09 Mar 2026
Closing Date13 Mar 2026
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Closing Date11 Mar 2026
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Closing Date16 Mar 2026
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Closing Date18 Mar 2026
Allotment Date25 Mar 2026
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Closing Date18 Mar 2026
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Closing Date09 Mar 2026
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Closing Date16 Mar 2026
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Closing Date13 Mar 2026
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Closing Date13 Mar 2026
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Closing Date11 Mar 2026
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Closing Date13 Mar 2026
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Closing Date23 Feb 2026
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Closing Date25 Feb 2026
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Mirae Asset Nifty Metal Etf Fof – Regular Plan – Growth – Demat/Physical
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Closing Date23 Feb 2026
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Closing Date23 Feb 2026
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Closing Date16 Feb 2026
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Nippon India Quarterly Interval Fund – Series Ii – Growth Plan – Physical Only
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Closing Date10 Feb 2026
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Closing Date18 Feb 2026
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Closing Date11 Feb 2026
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Closing Date06 Feb 2026
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Closing Date10 Feb 2026
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Very High Risk | Equity
Launch Date23 Jan 2026
Closing Date06 Feb 2026
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Closing Date05 Feb 2026
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Launch Date19 Jan 2026
Closing Date21 Jan 2026
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Closing Date30 Jan 2026
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Very High Risk | Equity
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Closing Date04 Feb 2026
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Very High Risk | Equity
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Closing Date03 Feb 2026
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Very High Risk | Equity
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Closing Date30 Jan 2026
Allotment Date05 Feb 2026
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Very High Risk | Equity
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Closing Date29 Jan 2026
Allotment Date05 Feb 2026
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High Risk | Others
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Closing Date20 Jan 2026
Allotment Date23 Jan 2026
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Low To Moderate Risk | Others
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Closing Date22 Jan 2026
Allotment Date30 Jan 2026
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Very High Risk | Equity
Launch Date09 Jan 2026
Closing Date23 Jan 2026
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Closing Date23 Jan 2026
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Launch Date08 Jan 2026
Closing Date22 Jan 2026
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High Risk | Equity
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Closing Date22 Jan 2026
Allotment Date29 Jan 2026
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Moderate Risk | Equity
Launch Date05 Jan 2026
Closing Date08 Jan 2026
Allotment Date08 Jan 2026
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High Risk | Equity
Launch Date05 Jan 2026
Closing Date19 Jan 2026
Allotment Date25 Jan 2026
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Closing Date15 Jan 2026
Allotment Date21 Jan 2026
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Closing Date09 Jan 2026
Allotment Date16 Jan 2025
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Closing Date30 Dec 2025
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Closing Date01 Jan 2026
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Closing Date22 Dec 2025
Allotment Date19 Dec 2025
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Very High Risk | Equity
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Closing Date22 Dec 2025
Allotment Date29 Dec 2025
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High Risk | Equity
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Closing Date17 Dec 2025
Allotment Date24 Dec 2025
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Closing Date22 Dec 2025
Allotment Date29 Dec 2025
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Closing Date23 Dec 2025
Allotment Date29 Dec 2025
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High Risk | Equity
Launch Date08 Dec 2025
Closing Date22 Dec 2025
Allotment Date25 Dec 2025
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Launch Date02 Dec 2025
Closing Date10 Dec 2025
Allotment Date16 Dec 2025
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Launch Date01 Dec 2025
Closing Date11 Dec 2025
Allotment Date22 Dec 2025
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Very High Risk | Equity
Launch Date01 Dec 2025
Closing Date03 Dec 2025
Allotment Date05 Dec 2025
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Launch Date27 Nov 2025
Closing Date01 Dec 2025
Allotment Date03 Dec 2025
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Launch Date24 Nov 2025
Closing Date08 Dec 2025
Allotment Date09 Dec 2025
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Very High Risk | Equity
Launch Date24 Nov 2025
Closing Date05 Dec 2025
Allotment Date09 Dec 2025
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Launch Date24 Nov 2025
Closing Date08 Dec 2025
Allotment Date08 Dec 2025
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Low To Moderate Risk | Debt
Launch Date21 Nov 2025
Closing Date01 Dec 2025
Allotment Date01 Dec 2025
Axis Multi-asset Active Fof – Regular Plan – Growth – Demat/Physical
Very High Risk | Debt
Launch Date21 Nov 2025
Closing Date05 Dec 2025
Allotment Date05 Dec 2025
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Very High Risk | Equity
Launch Date20 Nov 2025
Closing Date04 Dec 2025
Allotment Date01 Dec 2025
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Very High Risk | Equity
Launch Date17 Nov 2025
Closing Date01 Dec 2025
Allotment Date05 Dec 2025
Samco Small Cap Fund – Nfo Auto Switch – Samco Overnight Fund-regular Growth – Physical Only
High Risk | Others
Launch Date14 Nov 2025
Closing Date26 Nov 2025
Allotment Date04 Dec 2025
Samco Small Cap Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date14 Nov 2025
Closing Date28 Nov 2025
Allotment Date04 Dec 2025
Pgim India Multi Asset Allocation Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Others
Launch Date11 Nov 2025
Closing Date25 Nov 2025
Allotment Date25 Nov 2025
Low Risk | Others
Launch Date10 Nov 2025
Closing Date20 Nov 2025
Allotment Date01 Nov 2025
Bajaj Finserv Banking And Financial Services Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date10 Nov 2025
Closing Date24 Nov 2025
Allotment Date01 Dec 2025
Low Risk | Others
Launch Date10 Nov 2025
Closing Date20 Nov 2025
Allotment Date28 Nov 2025
Franklin India Multi-factor Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date10 Nov 2025
Closing Date24 Nov 2025
Allotment Date28 Nov 2025
Low Risk | Others
Launch Date10 Nov 2025
Closing Date20 Nov 2025
Allotment Date24 Nov 2025
Bandhan Healthcare Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date10 Nov 2025
Closing Date24 Nov 2025
Allotment Date24 Nov 2025
Dsp Msci India Etf – Demat Only
Low To Moderate Risk | Equity
Launch Date10 Nov 2025
Closing Date17 Nov 2025
Allotment Date21 Nov 2025
Hdfc Bse India Sector Leaders Index Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date07 Nov 2025
Closing Date21 Nov 2025
Allotment Date26 Nov 2025
Launch Date07 Nov 2025
Closing Date10 Nov 2025
Allotment Date01 Jan 2013
Kotak Rural Opportunities Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date06 Nov 2025
Closing Date20 Nov 2025
Allotment Date27 Nov 2025
Edelweiss Nifty 50 Etf – Demat Only
Very High Risk | Equity
Launch Date03 Nov 2025
Closing Date17 Nov 2025
Allotment Date24 Nov 2025
Mirae Asset Nifty Smallcap 250 Etf – Demat Only
Very High Risk | Equity
Launch Date31 Oct 2025
Closing Date04 Nov 2025
Allotment Date10 Nov 2025
Low To Moderate Risk | Others
Launch Date31 Oct 2025
Closing Date12 Nov 2025
Allotment Date12 Nov 2025
Lic Mf Consumption Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date31 Oct 2025
Closing Date14 Nov 2025
Allotment Date21 Nov 2025
Axis Income Plus Arbitrage Passive Fof – Regular Plan – Growth – Demat/Physical
Low To Moderate Risk | Debt
Launch Date28 Oct 2025
Closing Date11 Nov 2025
Allotment Date12 Nov 2025
Low To Moderate Risk | Equity
Launch Date28 Oct 2025
Closing Date07 Nov 2025
Allotment Date07 Nov 2025
Qsif Equity Ex-top 100 long-short fund – Regular Plan- Growth – Demat/Physical
Very High Risk | Equity
Launch Date24 Oct 2025
Closing Date07 Nov 2025
Allotment Date07 Nov 2025
Groww Nifty Smallcap 250 Etf – Demat Only
Very High Risk | Equity
Launch Date10 Oct 2025
Closing Date24 Oct 2025
Allotment Date10 Nov 2025
Icici Prudential Conglomerate Fund – Regular Plan – Idcw Reinvestment – Demat/Physical
Very High Risk | Equity
Launch Date03 Oct 2025
Closing Date17 Oct 2025
Allotment Date24 Oct 2025
Altiva Hybrid Long-short Fund – Regular Plan – Growth – Demat/Physical
Low To Moderate Risk | Equity
Launch Date01 Oct 2025
Closing Date15 Oct 2025
Allotment Date31 Oct 2025
Motilal Oswal Consumption Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date01 Oct 2025
Closing Date15 Oct 2025
Allotment Date23 Oct 2025
Invesco India Consumption Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date03 Oct 2025
Closing Date17 Oct 2025
Allotment Date27 Oct 2025
Bandhan Silver Etf – Demat Only
Very High Risk | Equity
Launch Date13 Oct 2025
Closing Date15 Oct 2025
Allotment Date17 Oct 2025
Magnum Hybrid Long Short Fund – Regular Plan – Growth – Demat/Physical
Low To Moderate Risk | Equity
Launch Date01 Oct 2025
Closing Date15 Oct 2025
Allotment Date22 Oct 2025
Kotak Gold Silver Passive Fof – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date06 Oct 2025
Closing Date20 Oct 2025
Allotment Date28 Oct 2025
Icici Prudential Conglomerate Fund – Regular Plan – Growth – Demat/Physical
Very High Risk | Equity
Launch Date03 Oct 2025
Closing Date17 Oct 2025
Allotment Date24 Oct 2025
ICICI Prudential Nifty Top 15 Equal Weight Index Fund Direct Growth
Very High Risk | Equity
Launch Date10 Jun 2025
Closing Date24 Jun 2025
Allotment Date27 Jun 2025
Mirae Asset CRISIL IBX Financial Services 9 12 Months Debt Index Fund Direct Growth
Low To Moderate Risk | Equity
Launch Date17 Jun 2025
Closing Date23 Jun 2025
Allotment Date25 Jun 2025
Baroda BNP Paribas Health and Wellness Fund Direct Growth
Very High Risk | Equity
Launch Date09 Jun 2025
Closing Date23 Jun 2025
Allotment Date27 Jun 2025
Motilal Oswal BSE 1000 Index Fund Direct Growth
Very High Risk | Equity
Launch Date05 Jun 2025
Closing Date19 Jun 2025
Allotment Date25 Jun 2025
Samco Large & Mid Cap Fund Direct Growth
Very High Risk | Others
Launch Date05 Jun 2025
Closing Date19 Jun 2025
Allotment Date25 Jun 2025
Groww Nifty India Internet ETF FoF Direct Growth
Very High Risk | Equity
Launch Date13 Jun 2025
Closing Date27 Jun 2025
Allotment Date04 Jul 2025
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KSquare gave me clarity in my mutual fund journey. I now know where my money goes and how it grows. Their dashboard is excellent.
I never explored NFOs until KSquare simplified the process. Their breakdown of fund objectives helped me make confident decisions as a first-time investor.
I was impressed by how seamless KSquare’s NRI services are. They handled my documentation with care and helped me invest without unnecessary hassle.
I always tell clients about KSquare now. Their SIP system is efficient and perfectly tailored to long-term growth strategies. It’s my go-to investment tool.
KSquare helped me plan my retirement with complete clarity. The SIP guidance was simple, personalised, and stress-free. I now feel financially confident about my future and family responsibilities.
KSquare offered expert financial advice tailored to NRI needs. Their responsive team and secure platform earned my trust right away.
I used KSquare to meet some short-term needs, and their loan against mutual funds service was quick and easy.
FAQ's
Frequenlty Asked Question
Can I nominate someone in India for my investments?
Yes, NRIs can nominate any Indian resident for their mutual fund holdings and other financial assets via KSquare.
Can I have multiple SIPs for different goals?
Yes, you can set up multiple SIPs with KSquare for various goals like retirement, education, or buying a home.
How do I track my investments from overseas?
KSquare’s online dashboard lets NRIs monitor and manage portfolios 24/7, no matter where they are in the world.
Can I open multiple NPS accounts?
No, you’re allowed only one NPS Tier I account, which is linked to your Permanent Retirement Account Number (PRAN).
Are NFOs better suited for long-term investors?
NFOs are ideal for long-term investors who can wait for the fund to build performance and portfolio over time.
What is the role of the AMC in a New Fund Offering?
The Asset Management Company (AMC) designs and manages the NFO, ensuring strategy alignment and regulatory compliance.
How secure is KSquare’s platform for NRI users?
KSquare uses encrypted systems, regulatory safeguards, and secure servers to protect user data and transactions.
Can US or Canadian NRIs invest through KSquare?
Currently, due to compliance issues, many mutual funds restrict US/Canada NRIs. KSquare can guide you on eligible options.
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.