The Wealth Company Multi Cap Fund NFO: Power of all caps in a single fund

The Wealth Company Mutual Fund is launching its latest NFO, The Wealth Company Multi Cap Fund NFO, on 27^th August 2026. The subscription to the fund will close on 10^th September 2026. In this article, we will review the Wealth Company Multi Cap Fund NFO.

What is the Multi Cap Fund Category?

SEBI mandates a minimum allocation of 25% of the total assets of the scheme in equity and equity-related instruments of each market cap category, viz Large Cap, Mid Cap and Small Cap companies in a Multi Cap Fund.

Why should you choose a multi-cap fund?

• Disciplined Diversification: Maintaining exposure across Large, Mid and Small Caps may reduce the risk of being overly dependent on the performance of any one market-cap segment. By maintaining diversified exposure throughout market cycles, investors are less dependent on correctly timing market-cap rotations.
  
  

  



• Power of Complementary strengths: The distinct characteristics of each market-cap segment highlights the value of a diversified Multi Cap portfolio.
  
  

  

  Source: Wealth Company MF Product ppt. For illustration purpose only. Star ratings represent the relative characteristics of market-cap segments, where 1 circle indicates relatively low and 5 circles indicates relatively high. They are not actual ratings, guarantees, or indicative of future performance.



• The NIFTY 500 Multicap 50:25:25 TRI has historically combined higher return potential growth with superior risk-adjusted performance. The chart below shows that.
  
  

  

  Source: Wealth Company MF Product Ppt. Based on 1-year rolling returns, calculated on a daily rolling basis, over the period 30 June 2021 to 30 June 2026.; Source: MFI360. Past performance may or may not be sustained in the future



• Broad Market Exposure: Nifty 500 Multicap Index has historically outperformed over long run. See the chart below, which shows the outperformance of the Nifty Multicap Index vs. other broad market indices since 2005.
  
  

  

  Source: Wealth Company MF Product Ppt.Past performance may or may not be sustained in the future. Performance is indexed to 1000. Data as on June 30,2026 | Source: Bloomberg. Performance results have many inherent limitations and no representation is being made that any investor will, or is likely to achieve. Past performance may or may not be sustained in the future. The above graph is used to explain the concept and is for illustration purposes only and should not used for the development or implementation of an investment strategy.

Why invest in Multi Cap Funds now?

• Several structural drivers are powering India's growth trajectory. India's growth story spans the market-cap spectrum, creating opportunities beyond any single segment.
  
  

  



• India's capital markets are becoming deeper and more diversified, with strong market-cap expansion across Large, Mid and Small Cap companies. As India's economy broadens, value creation is increasingly distributed across Large, Mid, and Small Cap companies. The chart below shows the growth of capitalization across market caps since 2018. A Multi Cap strategy is well positioned to participate in this evolving opportunity set.
  
  

  

  Past performance may or may not be sustained in the future. Data as on June 30,2026 | Source: AMFI. Disclaimer - As per clause 3.9 of SEBI Master circular on mutual fund dated March 20,2026 (a) Large Cap: 1st -100th entities in terms of full market capitalization (b) Mid Cap: 101st -250th entities in terms of full market capitalization (c) Small Cap: 251st entities onwards in terms of full market capitalization



• A broader participation in earnings growth is strengthening the investment landscape across market-cap segments. Periods of consolidation have historically set the stage for the next leg of market growth. Nifty 500 earnings have consistently grown faster than Nifty 50, indicating that earnings leadership is expanding beyond the largest companies. Recent earnings growth has accelerated versus prior periods, reflecting improving profit momentum across the broader market.
  
  

  

  Source: Wealth Company Mutual Fund product ppt. : Bloomberg Past performance may or may not be sustained in the future.. Data as on June 30, 2026

The Wealth Company Multi Cap Fund NFO: Investment Strategy and Philosophy

The fund employs a disciplined investment philosophy that emphasizes flexibility and rigorous due diligence based on the C.H.A.N.G.E framework, focusing on capable management, historical performance, attractive valuations, and governance amongst other parameters (see graphic below). The E.D.G.E overlay assesses market direction using various economic indicators. The fund managers employ scientific Investing that is data-driven and consistently monitored using quantitative filters to assess consistency, capital efficiency and resilience. Proprietary Data Engines combining fundamental factors like earnings momentum with price and volume analytics. Dynamic dashboards ensure timely portfolio interventions

Source: Wealthco MF product presentation. The above is the framework currently adopted by the Scheme and is subject to change in accordance with the provisions of the SID & depending on the market conditions Portfolio will be managed as per stated Investment objective, investment strategy & asset allocation in the Scheme Information Document (SID) and is subject to the changes within provisions of SID of the Scheme. The above is the framework currently adopted by the Scheme and is subject to change in accordance with the provisions of the SID & depending on the market conditions

Stock Selection Methodology

Starting from a universe of 5,500 or so listed companies, the fund managers conduct a stagewise filtration of the companies based on multiple parameters like Capital Rusters and Capital Ruiners, Governance Filters, Market filters and Profitability Filters.

The optimally diversified sector-agnostic portfolio of 40-50 stocks, flexible across market caps, is constructed using a bottom-up approach.

The fund managers filter the stock universe through the lens of fundamental scoring analysis, growth vector lens, and quantitative scoring lens and select the top-ranked stocks across market cap. See the table below that shows a summary of the stock selection process.

Source: Wealthco MF product presentation.

The number of stocks mentioned are tentative and for understanding purpose only. However, final portfolio can have higher or lower number of stocks as well depending on prevailing market conditions. Portfolio will be managed as per stated Investment objective, investment strategy & asset allocation in the Scheme Information Document (SID) and is subject to the changes ithin provisions of SID of the Scheme.

Why should you invest in The Wealth Company Multi Cap Fund?

Experienced Leadership and Board

The Wealth Company Multi Cap Fund is supported by a team of experienced professionals and a strong trustee board. Dr. Ram Sewak Sharma and Dr. Hukum Chand Jain serve as independent directors with extensive government experience. The AMC board includes Ms. Madhu Lunawat, the first woman founder of a mutual fund in India, and other seasoned professionals. The executive team has significant experience in asset management and financial services.

Who should invest in the Wealth Company Multicap Fund?

• Investors seeking capital appreciation over a long investment horizon


• Investors who want exposure across all market cap segments in a single fund


• Investors with a minimum 5-year investment horizon


• Investors with very high-risk appetites

Investors should consult with their financial advisors or mutual fund distributors if The Wealth Company Multi Cap Fund is suitable for their investment needs

Disclaimers: *The information on this document is provided for information purpose only. It does not constitute any offer, recommendation or solicitation to any person to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movement in rates or prices or any representation that any such future movements will not exceed those shown in any illustration. Users of this document should seek advice regarding the appropriateness of investing in any securities, financial instruments or investment strategies referred to on this document and should understand that statements regarding future prospects may not be realised. Opinion, Projections and estimates are subject to change without notice. Past performance may or may not sustain in future. The information shared are not research report. Stocks/ Sectors referred in the videos/documents, should not be construed as an investment advice or a recommendation by The Wealth Company Mutual Fund / Wealth Company Asset Management Holdings Private Limited The Fund may or may not have any present or future positions in said stocks/ sectors. Wealth Company Asset Management Holdings Private Limited or The Wealth Company Mutual Fund (acting through Pantomath Trustee Private Limited) accepts no liability and will not be liable for any loss or damage arising directly or indirectly from your use of this information.

** The information on this document is provided for information purpose only. It does not constitute any offer, recommendation or solicitation to any person to enter into any transaction or adopt any hedging, trading or investment strategy, nor does it constitute any prediction of likely future movement in rates or prices or any representation that any such future movements will not exceed those shown in any illustration. Users of this document should seek advice regarding the appropriateness of investing in any securities, financial instruments or investment strategies referred to on this document and should understand that statements regarding future prospects may not be realised. Opinion, Projections and estimates are subject to change without notice. Past performance may or may not sustain in future. The information shared are not research report. Stocks/ Sectors referred in the videos/documents, should not be construed as an investment advice or a recommendation by The Wealth Company Mutual Fund / Wealth Company Asset Management Holdings Private Limited The Fund may or may not have any present or future positions in said stocks/ sectors. Wealth Company Asset Management Holdings Private Limited or The Wealth Company Mutual Fund (acting through Pantomath Trustee Private Limited) accepts no liability and will not be liable for any loss or damage arising directly or indirectly from your use of this information.

The Wealth Company Mutual Fund - SEBI Regn. No: MF/086/25/12