AMFI - Registered Mutual Fund Distributor

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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Launch Date29 May 2026

Closing Date12 Jun 2026

Allotment Date15 Jun 2026

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Closing Date12 Jun 2026

Allotment Date15 Jun 2026

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Launch Date21 May 2026

Closing Date04 Jun 2026

Allotment Date08 Jun 2026

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Closing Date03 Jun 2026

Allotment Date08 Jun 2026

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Closing Date02 Jun 2026

Allotment Date08 Jun 2026

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Allotment Date08 Jun 2026

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Closing Date19 May 2026

Allotment Date25 May 2026

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Dsp Nifty Fmcg Etf – Demat Only

Very High Risk | Equity

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Closing Date14 May 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

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Closing Date05 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

Launch Date24 Nov 2025

Closing Date08 Dec 2025

Allotment Date08 Dec 2025

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Closing Date01 Dec 2025

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Closing Date26 Nov 2025

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Closing Date24 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

Allotment Date21 Nov 2025

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Closing Date21 Nov 2025

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Closing Date20 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

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Closing Date04 Nov 2025

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Closing Date15 Oct 2025

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Launch Date03 Oct 2025

Closing Date17 Oct 2025

Allotment Date27 Oct 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Launch Date01 Oct 2025

Closing Date15 Oct 2025

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Closing Date20 Oct 2025

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Closing Date24 Jun 2025

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Closing Date23 Jun 2025

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Closing Date19 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.9 Out of 5 (13909 Reviews)

I needed quick liquidity, and KSquare's loan service was perfect. No need to sell my investments—just smart access.

Shruti Kulkarni

Shruti Kulkarni

Software Engineer

For long-term stability, I trust KSquare’s NPS guidance. Their regular insights and personal approach are top-notch.

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Anuj Rastogi

Geologist

I was looking for a secure retirement plan, and KSquare’s NPS guidance made it very easy to start.

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Richa Mahajan

HR Advisor

KSquare helped me discover exciting new funds through their launch calendar. I love how quick and responsive their team is whenever I have queries.

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Shanaya Bhatt

Fashion Consultant

I started my NPS with KSquare last year, and the process was very smooth. I trust them with long-term goals.

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Deepika Menon

Digital Marketer

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.

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Aditya Rao

Chartered Accountant

KSquare helped me take my first investment step confidently. I love how easy and flexible their SIP plans are, and the customer care is fantastic.

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Simran Kaur

Content Writer

KSquare’s guidance was top-tier. I felt informed and in control during the entire loan process. Truly reliable.

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Meenal Shah

Content Manager

KSquare’s New Fund Offering updates are timely and insightful. I’ve participated in two NFOs already, and the results have been quite impressive and transparent.

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Raghav Nair

Aviation Consultant

I’ve tested many platforms, but KSquare stands out for their transparency and consistent performance. SIPs with them feel like a smart, hassle-free decision.

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Vikram Singh

Financial Consultant

FAQ's

Frequenlty Asked Question

Is NPS a market-linked investment?

Yes, NPS invests in equity and debt instruments, so returns vary with market performance over time.

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.

Are there any charges for managing NPS?

Yes, nominal charges apply for account maintenance and fund management, but they are among the lowest in the industry.

How can I start an NPS account through KSquare?

Simply sign up on KSquare, complete your KYC, and choose your NPS tier and investment preferences to begin investing.

Are SIP investments safe?

While SIPs are subject to market risks, long-term investing and diversification help reduce risk and improve returns.

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.

Is it legal for NRIs to invest in Indian markets via KSquare?

Absolutely. KSquare complies with all SEBI and RBI guidelines, ensuring legal and secure investments for NRIs.

How does KSquare help with mutual fund selection?

KSquare uses algorithms, market insights, and advisor expertise to recommend funds suited to your goals and risk level.

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.