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
Launch Date15 Apr 2026
Closing Date29 Apr 2026
Allotment Date04 May 2026
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Closing Date15 Oct 2025
Allotment Date22 Oct 2025
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Very High Risk | Equity
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Closing Date20 Oct 2025
Allotment Date28 Oct 2025
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Very High Risk | Equity
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Closing Date17 Oct 2025
Allotment Date24 Oct 2025
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Very High Risk | Equity
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Closing Date24 Jun 2025
Allotment Date27 Jun 2025
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Closing Date23 Jun 2025
Allotment Date25 Jun 2025
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Very High Risk | Equity
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Closing Date23 Jun 2025
Allotment Date27 Jun 2025
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Very High Risk | Equity
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Closing Date19 Jun 2025
Allotment Date25 Jun 2025
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Very High Risk | Others
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Closing Date19 Jun 2025
Allotment Date25 Jun 2025
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Very High Risk | Equity
Launch Date13 Jun 2025
Closing Date27 Jun 2025
Allotment Date04 Jul 2025
Testimonial
Genuine Review Form Statisifed Customers
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FAQ's
Frequenlty Asked Question
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Returns are based on the Net Asset Value (NAV) movement of the fund and any dividends paid out over time.
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Is NPS better than PPF or EPF for retirement?
NPS can offer higher returns due to market exposure, while PPF and EPF are safer but lower-yielding. It’s best to diversify.
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Do SIPs help in achieving children’s education goals?
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