the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment - NFO
EquityLarge & Mid Cap Fund
NFO Details
Open Date21 May`26
Close Date04 Jun`26
NAV₹10
Investment Details
₹250
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Risk Involved
Your principal will be at
Very High Risk
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
The Wealth Company Mutual Fund Managers
AS
Aparna Shanker
Fund Manager since May 2026
CS
Chinmay Sathe
Fund Manager since Jul 2026
US
Umesh Sharma
Fund Manager since May 2026
Fund House Details
The Wealth Company Mutual Fund
Asset management company
AUM
₹1,311.48 Cr.
No. of Schemes
33
Setup Date
2019
Schemes by The Wealth Company Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Dynamic Asset Allocation Fund or Balanced Advantage Fund
the Wealth Company Balanced Advantage Fund Direct Plan Growth0%
Hybrid . Dynamic Asset Allocation Fund or Balanced Advantage Fund
the Wealth Company Balanced Advantage Fund Direct Plan IDCW Payout0%
FAQs
What is the open date for investing in the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment?
The open date for investing in the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment is 21 May`26.
What is the close date for investing in the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment?
The close date for investing in the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment is 04 Jun`26.
What is the minimum SIP amount to invest in the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment?
The minimum investment amount required to invest in the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment is ₹250.
Who is the Fund Manager for the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment?
The Fund Manager for the Wealth Company Large and Mid Cap Fund Direct IDCW Reinvestment is Aparna Shanker.
ENTER AMOUNT
₹
₹0 in 3Y at 0% returns
SIP Date1st of every month
Your next SIP Payment will be on 21 October 2026
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