Investment Objective
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.
Quick Reasons to Invest
Invest in India’s Emerging Leaders
The next generation of market leaders is being built today. Small caps represent businesses that are still early in their journey but positioned to scale with India’s growth story.
India’s Growth Engine Is Broadening
India is entering a new phase powered by manufacturing, infrastructure, digital transformation and entrepreneurship. This structural shift is expanding opportunity beyond established large companies.
Early Access to Long-Term Compounding
Many of today’s large companies were once small. Investing at an early stage allows participation in the full arc of growth, before scale becomes visible to everyone.
A Rapidly Evolving Small-Cap Universe
Today’s small-cap ecosystem is stronger, more transparent, and more professionally managed than ever before. Access to capital, governance standards and institutional participation have all improved significantly.
Built for Long-Term Wealth Creation
Small caps may be volatile in the short-term, but over long periods they have the potential to create meaningful value for investors willing to stay invested through cycles
(source: wealthcompanyamc.in)
Fund Snapshot
Feature
Details
Type
An open ended equity scheme predominantly investing in small cap stocks
Minimum Initial Lumpsum Investment
₹10,000 and in multiples of ₹1 thereafter
Minimum Additional Lumpsum Investment
₹5,000 and in multiples of ₹1 thereafter
SIP
Daily SIP: ₹100 onwards Weekly SIP: ₹500 onwards Fortnightly SIP: ₹1,000 onwards Monthly SIP: ₹2,000 onwards Quarterly SIP: ₹6,000 onwards
Minimum Redemption
Any amount or any number of units
Entry Load
Nil
Exit Load
1% if redeemed/switched-out within 1 year from allotment date. Nil thereafter
Plans / Options
Direct Plan / Regular Plan – Growth & IDCW (Payout / Reinvestment)
Riskometer
Very High Risk
(source: wealthcompanyamc.in)
Our Investment Approach
A) C.H.A.N.G.E. Framework
Capable Management
Proven leadership with vision, experience and the ability to adapt
Historical performance
Sound operating metrics, efficient capital allocation and strong return ratios
Attractive valuations
Entry at reasonable prices based on comparative and dynamic metrics
Navigating market cycles
Management’s ability to respond to economic shifts and competitive changes
Governance & transparency
Alignment with minority shareholders and clean corporate practices
Earnings growth & execution excellence
Scalable models with consistent growth and operational delivery
B) E.D.G.E. Framework
Exchange and market specific indicators
Domestic indicators
Global indicators
Exit & Rebalancing Strategy
(source: wealthcompanyamc.in)
The Wealth Company Small Cap Fund NFO:
| Mutual Fund | The Wealth Company Mutual Fund |
| Scheme Name | The Wealth Company Small Cap Fund |
| Objective of Scheme | To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies. |
| Scheme Type | Open Ended |
| Scheme Category | Equity Scheme – Small Cap Fund |
| New Fund Launch Date | 05 Mar 2026 |
| New Fund Earliest Closure Date | 18 Mar 2026 |
| New Fund Offer Closure Date | 18 Mar 2026 |
| Indicate Load Separately | Entry Load: Nil Exit Load: 1.00% – if Units are redeemed/ switched-out within 1 year from the date of allotment. No Exit Load if Units are redeemed / switched-out after 1 year from the date of allotment. |
| Minimum Subscription Amount | 10000 |
| For Further Details Please Visit Website | https://www.wealthcompanyamc.in |
(source: https://www.amfiindia.com/)
The Wealth Company Small Cap Fund NFO
Application Form
Scheme Documents
(source: wealthcompanyamc.in)
The Wealth Company Small Cap Fund NFO Riskometer:
(source: wealthcompanyamc.in)
