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 Date15 Apr 2026

Closing Date29 Apr 2026

Allotment Date04 May 2026

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Closing Date20 Apr 2026

Allotment Date27 Apr 2026

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Closing Date24 Apr 2026

Allotment Date29 Apr 2026

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Closing Date24 Apr 2026

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Closing Date22 Apr 2026

Allotment Date29 Apr 2026

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Closing Date16 Apr 2026

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Closing Date25 Mar 2026

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Closing Date23 Mar 2026

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Closing Date01 Apr 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

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Closing Date13 Mar 2026

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Closing Date11 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

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Closing Date03 Dec 2025

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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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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 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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Closing Date15 Oct 2025

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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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Closing Date15 Oct 2025

Allotment Date22 Oct 2025

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Closing Date20 Oct 2025

Allotment Date28 Oct 2025

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Closing Date17 Oct 2025

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Closing Date24 Jun 2025

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Closing Date23 Jun 2025

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Closing Date23 Jun 2025

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Closing Date19 Jun 2025

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Launch Date05 Jun 2025

Closing Date19 Jun 2025

Allotment Date25 Jun 2025

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Launch Date13 Jun 2025

Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.8 Out of 5 (10895 Reviews)

KSquare’s New Fund Offering system is reliable and easy to follow. Their pre-launch alerts and fund guides helped me confidently choose what’s best for me.

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FAQ's

Frequenlty Asked Question

Is SIP a good option for first-time investors?

Absolutely! SIPs are ideal for beginners due to their simplicity, flexibility, and potential for long-term wealth creation.

How much money do I need to start investing in mutual funds?

You can begin with as little as ₹100, making mutual funds accessible to new and seasoned investors alike.

How does SIP-to-SWP second income planning work?

SIPs help build a corpus first, later converted to monthly withdrawable income through SWP, ensuring reliable financial independence

Is there a lock-in period for mutual fund investments?

Only ELSS funds have a 3-year lock-in. Other funds generally allow you to redeem anytime based on NAV.

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.

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.

What documents are required to invest in mutual funds via KSquare?

You need a PAN card, Aadhaar, bank details, and address proof for KYC verification before starting investments.

Are mutual funds safe to invest in?

Mutual funds carry market risk, but diversification and professional management help reduce volatility and improve long-term growth potential.

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