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

Allotment Date20 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

Allotment Date27 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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Closing Date16 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

Launch Date13 Oct 2025

Closing Date15 Oct 2025

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Closing Date15 Oct 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.6 Out of 5 (17290 Reviews)

KSquare provided a practical solution without liquidating my investments. I’m grateful for their clarity and quick process.

Amit Suresh

Amit Suresh

Logistics Supervisor

KSquare’s recommendations are on point. Their mutual fund picks are backed by solid research, and I’ve seen consistent returns over the past year.

Arvind Joshi

Arvind Joshi

Civil Contractor

I used KSquare to meet some short-term needs, and their loan against mutual funds service was quick and easy.

Arjun Khanna

Arjun Khanna

Business Analyst

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

It’s rare to find an investing service that explains NFOs in such a relatable way. KSquare really bridges that gap. Very impressed!

Neeti Bajoria

Neeti Bajoria

Language Trainer

Getting a loan against my mutual funds was hassle-free with KSquare. Very professional and transparent experience.

Rohit Verma

Rohit Verma

Marketing Consultant

With KSquare, SIP investments have become a habit I enjoy. They offer flexibility, insights, and a clean interface. Truly made investing part of my routine.

Harsh Kapoor

Harsh Kapoor

Digital Marketer

KSquare gave me confidence to grow wealth in India from abroad. The onboarding was smooth, and they guided me at every step.

Yash Khanna

Yash Khanna

Engineer

KSquare helped me reconnect financially with India. Their NRI services are intuitive, quick, and focused on individual needs. Truly impressed!

Anjali Deshmukh

Anjali Deshmukh

Architect

Investing in India felt intimidating until I found KSquare. Their NRI Corner made it straightforward and transparent. It’s exactly what I needed living abroad.

Divya Bhatia

Divya Bhatia

University Lecturer

FAQ's

Frequenlty Asked Question

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.

Why should I choose KSquare for my SIP needs?

KSquare offers expert support, real-time tracking, flexible options, and a user-friendly platform to grow your wealth steadily.

What if I need money before my SIP goal time?

Some SIP funds offer liquidity options, allowing partial withdrawals whenever required without disturbing the entire investment plan.

Can I track my SIP performance on KSquare?

Yes, KSquare offers detailed tracking tools and insights so you can monitor your SIP performance anytime.

Is NPS a market-linked investment?

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

How does KSquare ensure compliance with FEMA rules?

KSquare’s advisory follows all FEMA guidelines, helping NRIs invest safely while staying compliant with Indian regulations.

Can I invest in mutual funds online through KSquare?

Yes, KSquare’s digital platform allows you to browse, select, and invest in mutual funds entirely online.

Is the loan process fully online at KSquare?

Yes, KSquare offers a completely paperless experience with online verification and fast approval.

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.