The Wealth Company Mutual Fund logo

the Wealth Company Large and Mid Cap Fund Direct Plan IDCW Reinvestment - NFO

EquityLarge & Mid Cap Fund

NFO Details

Open Date21 May`26
Close Date04 Jun`26
NAV10

Investment Details

₹250
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period

Risk Involved

scale
Your principal will be at
Very High Risk

Tax Implications

Tax on gains as per your income tax bracket

The Wealth Company Mutual Fund Managers

AS

Aparna Shanker

Fund Manager since May 2026

US

Umesh Sharma

Fund Manager since May 2026

Fund House Details

The Wealth Company Mutual Fund

The Wealth Company Mutual Fund

Asset management company

AUM
₹1,412.65 Cr.
No. of Schemes
27
Setup Date
2019

Schemes by The Wealth Company Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
The Wealth Company Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

the Wealth Company Balanced Advantage Fund Direct Growth
0%
The Wealth Company Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

the Wealth Company Balanced Advantage Fund Direct IDCW Payout
0%

FAQs

The open date for investing in the Wealth Company Large and Mid Cap Fund Direct Plan IDCW Reinvestment is 21 May`26.
The close date for investing in the Wealth Company Large and Mid Cap Fund Direct Plan IDCW Reinvestment is 04 Jun`26.
The minimum investment amount required to invest in the Wealth Company Large and Mid Cap Fund Direct Plan IDCW Reinvestment is ₹250.
The Fund Manager for the Wealth Company Large and Mid Cap Fund Direct Plan IDCW Reinvestment is Umesh Sharma.

ENTER AMOUNT

0 in 3Y at 0% returns
SIP Date1st of every month

Your next SIP Payment will be on 27 June 2026

By proceeding, you accept AngelOne's T&C

Invest in Upcoming NFOs!
4,000+ Mutual Funds to choose from