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 Date19 Mar 2026

Closing Date25 Mar 2026

Allotment Date01 Jan 1970

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Closing Date23 Mar 2026

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Closing Date01 Apr 2026

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Launch Date16 Mar 2026

Closing Date24 Mar 2026

Allotment Date27 Mar 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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Very High Risk | Equity

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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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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

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Closing Date17 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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Closing Date15 Oct 2025

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Closing Date20 Oct 2025

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Closing Date19 Jun 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

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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.

When do NFO units get credited to my account?

Units are credited within a few days after the NFO closes and the scheme is processed by the fund house.

What is the typical duration of an NFO subscription period?

NFOs generally remain open for 7 to 15 days, after which the scheme is closed for subscription until listed.

Are SIP investments safe?

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

What documents are needed for applying LAMF?

Basic KYC documents, bank statements, and demat account details are required. KSquare helps with digital submission.

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.

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.

Is SIP suitable for business owners too?

SIP is equally beneficial for business owners, helping them invest steadily despite fluctuating income.

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