AMFI - Registered Mutual Fund Distributor

The Wealth Company Mid Cap Fund – Regular Plan – Growth – Demat/Physical

Very High Risk | Equity

Fund Overview

Launch Date

15 Jul 2026

End Date

29 Jul 2026

Allotment Date

04 Aug 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

Minimum Investment (Rs.)

₹1,000.00

Minimum Additional Investment (Rs.)

₹1,000.00

Minimum SIP Investment (Rs.)

₹250.00

Minimum Withdrawal (Rs.)

₹1.00

Fund Managment

Aparna Shanker

Since Jul 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 Mid Cap Fund - Regular Plan - Growth is an open-ended equity scheme that invests predominantly in mid-cap stocks with a very high-risk profile. The scheme allows investors to purchase and hold units in either physical (Statement of Account/SoA) mode or electronically through a demat account.


Investment Objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

Fund benchmark

NIFTY Midcap 150 TRI

Fund House Contact Details

Address

Pantomath Nucleus House, Saki Vihar Road, Andheri (E), 400072, Mumbai, Maharashtra

Phone

1800 267 3454

Launch Fund Date

15 Jul 2026

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Launch Date23 Jul 2026

Closing Date30 Jul 2026

Allotment Date03 Aug 2026

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Launch Date20 Jul 2026

Closing Date03 Aug 2026

Allotment Date06 Aug 2026

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Launch Date20 Jul 2026

Closing Date28 Jul 2026

Allotment Date31 Jul 2026

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Launch Date15 Jul 2026

Closing Date29 Jul 2026

Allotment Date04 Aug 2026

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Closing Date29 Jul 2026

Allotment Date04 Aug 2026

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Closing Date28 Jul 2026

Allotment Date03 Aug 2026

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Closing Date22 Jul 2026

Allotment Date27 Jul 2026

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Closing Date24 Jul 2026

Allotment Date30 Jul 2026

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Closing Date15 Jul 2026

Allotment Date20 Jul 2026

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Very High Risk | Equity

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Closing Date22 Jul 2026

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Closing Date15 Jul 2026

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Closing Date13 Jul 2026

Allotment Date01 Jan 1970

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Closing Date20 Jul 2026

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Closing Date17 Jul 2026

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Closing Date17 Jul 2026

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Closing Date24 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

Launch Date16 Mar 2026

Closing Date18 Mar 2026

Allotment Date23 Mar 2026

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Closing Date13 Mar 2026

Allotment Date01 Jan 1970

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Closing Date11 Mar 2026

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Very High Risk | Equity

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Closing Date08 Dec 2025

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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

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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 (17292 Reviews)

I always wanted to invest in mutual funds but felt overwhelmed. KSquare made everything so simple. Their expert suggestions helped me start confidently and stay informed.

Ishita Malhotra

Ishita Malhotra

Digital Illustrator

KSquare made the loan process so efficient that I didn’t feel stressed at all. Fantastic customer support as well.

Riya Bhattacharya

Riya Bhattacharya

Brand Consultant

Owning a home seemed difficult, but KSquare’s SIP planning made it achievable. Their regular guidance, timely suggestions, and disciplined investment approach gave me complete financial confidence throughout the journey.

Arjun Verma

Arjun Verma

The way KSquare introduces New Fund Offerings is so clear and informative. I’ve been able to diversify with great timing and zero confusion.

Vikrant Kulkarni

Vikrant Kulkarni

IT Manager

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

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

I never thought mutual fund investing could be this simple. KSquare helps me manage risk and meet financial targets effortlessly. Great for working women like me.

Neha Bajaj

Neha Bajaj

Human Resource Lead

New fund investing used to be intimidating. KSquare’s support and transparency made it not only easy but enjoyable. I now look forward to NFOs!

Ashwin Nambiar

Ashwin Nambiar

Logistics Planner

Investing used to feel intimidating, but KSquare has simplified everything. Their SIP plans offer great flexibility and peace of mind. I recommend them to all my colleagues.

Rohan Malhotra

Rohan Malhotra

Sales Executive

As someone new to investing, KSquare’s SIP guidance has been incredibly helpful. Their platform is user-friendly, and the support team answered all my questions patiently.

Neha Gupta

Neha Gupta

HR Specialist

FAQ's

Frequenlty Asked Question

What documents are needed to invest in an NFO through KSquare?

You’ll need KYC-compliant documents like PAN, Aadhaar, and bank details to invest in NFOs through KSquare.

Do SIPs guarantee returns?

No, SIPs don’t guarantee returns but reduce risk over time and provide the potential for solid, market-linked growth.

What is a New Fund Offering (NFO) in mutual funds?

A New Fund Offering is the first-time subscription launch of a new mutual fund scheme by an asset management company.

What is the interest rate for LAMF through KSquare?

Interest rates vary by lender and profile, but KSquare offers competitive rates starting as low as 9% annually with minimal processing fees.

Can I cancel or modify my NFO investment once submitted?

Yes, you can cancel or modify your NFO investment only before the allotment is processed and while the NFO is still open. Once the NFO closes and units are allotted, the investment cannot be changed or cancelled. After allotment, you may exit only through redemption, as per applicable terms and conditions.

Do I need a demat account to apply for this loan?

Yes, most lenders require mutual fund units in demat form. KSquare can help convert physical units if needed.

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.

Will I lose ownership of my mutual funds?

No, the mutual funds are just pledged. You continue to retain ownership and can repay the loan to unpledge them.

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.