The Wealth Company Mutual Fund launches The Wealth Company Multi Asset Allocation Fund

NFO period: 19^th Nov - 03^rd Dec, 2025

Highlights of the NFO:

• Scheme type - An open ended Multi Asset Allocation scheme investing across equity/equity related securities, debt/money market instruments, commodity ETFs,exchange traded commodity derivatives


• Investment objective - To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of instruments across multiple asset classes viz. Equity, Debt, commodity ETFs and exchange traded commodity derivatives and related instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.


• Product suitability - This product is suitable for investors who are seeking long term capital appreciation. Investment in a multi asset allocation fund with investments in diversified portfolio of instruments across multiple asset classes viz. Equity, Debt and Gold/silver, ETF, commodity ETFs, exchange traded commodity derivatives and related instruments.


• Minimum Application Amount - Rs. 1000 and in multiples of Re. 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, Mr. Umesh Sharma & Mr. Varun Nanavati


• Benchmark - NIFTY 200 TRI (40%) + NIFTY Short Duration Debt Index (45%) + Domestic Prices of Gold (10%) + Domestic Prices of Silver (5%)