The Wealth Company Mutual Fund launches The Wealth Company Mid Cap Fund

NFO
Jul 15, 2026 by Advisorkhoj Team | NFO | 0 Downloaded

NFO period: 15th Jul - 29th Jul, 2026

Highlights of the NFO:

  • Scheme type - An open ended equity scheme predominantly investing in mid cap stocks.

  • Investment objective - 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.

  • Product suitability - This product is suitable for investors who are seeking to generate long term capital appreciation / income. Investment predominantly in mid cap stocks.

  • Minimum Application Amount - Minimum of Rs. 1,000/- and in multiples of Rs.1/- thereafter.

  • Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).

  • Fund Managers - Ms. Aparna Shanker and Ms. Saloni Kapadia

  • Benchmark - Nifty Midcap 150 TRI

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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