The Wealth Company Small Cap Fund – Regular Plan – Growth – Demat/Physical
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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Testimonial
Genuine Review Form Statisifed Customers
KSquare made mutual fund investing enjoyable. I track everything on one dashboard and have learned a lot through their educational resources. Perfect for professionals.
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FAQ's
Frequenlty Asked Question
Why should I choose KSquare over other platforms for NRI investing?
KSquare offers tailored advice, easy KYC, global access, compliance support, and personal service for NRI investors.
How do I repay the loan taken against mutual funds?
You can repay the loan in EMIs or lump sum, as per the agreed terms. KSquare offers reminders and easy tracking.
Is SIP suitable for business owners too?
SIP is equally beneficial for business owners, helping them invest steadily despite fluctuating income.
Can I prepay the loan without penalties?
Most lenders allow prepayment without extra charges. KSquare ensures these terms are clearly shared before you proceed.
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.
How does SIP help in rupee cost averaging?
SIPs invest regularly, buying more units when markets are low and fewer when high, helping balance your investment cost.
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.
Does KSquare provide medical emergency fund planning?
Yes, KSquare builds dedicated SIP plans focused on medical security so unexpected health expenses don’t affect regular finances.