nfo-logo

The Wealth Company Large & Mid Cap Fund Direct (G) Offer Details

EquityLarge & Mid Cap

10

Unit Price

04 Jun, 2026

Offer Close

5000

Min Amount

Investment Objective

The investment objective of The Wealth Company Large & Mid Cap Fund Direct (G) is to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies.. The Wealth Company Large & Mid Cap Fund Direct (G) is very high. The new fund offer (NFO) period for The Wealth Company Large & Mid Cap Fund Direct (G) is 2026-06-10 to 2026-06-04 with minimum investment amount of ₹ 5,000

The Wealth Company Large & Mid Cap Fund Direct (G) NFO Details

NFO Open Date
-
Offer Close
04 Jun, 2026
Unit Price
₹ 10
Min. Amount
₹ 5,000
Entry Load
Not Applicable
Exit Load
Exit load of 1%, if redeemed within 120 days.
Scheme Type
Equity
Fund Option
The Wealth Company Large & Mid Cap Fund Direct (G)
Benchmark
NIFTY Large Midcap 250 Total Return Index
Lock In Period
NIL
Fund Managers

Aparna Shanker

Fund Manager

Umesh Sharma

Fund Manager

Important Links
star-circle

Scheme Information Document

star-circle

Statement of Additional Information

star-circle

Portfolio Disclosure

amc-img

About the AMC

The Wealth Company Mutual Fund

The Wealth Company Mutual Fund began its mutual fund operations in 2025 after securing SEBI approval and is backed by the Pantomath Group, a well-established financial services platform. As a focused and research-driven asset management company, it offers a curated suite of schemes — including flexi-cap, ethical, arbitrage, and liquid funds — designed with long-term investor outcomes in mind. Led by Founder & CEO Madhu Lunawat, the AMC emphasizes disciplined investing, broad financial inclusion, and innovative access for retail investors across India.amc-img
phone-img1800 267 3454

Loading...

Confused if your portfolio is performing right enough to meet your goals?
Avail a free session with a certified financial expert.
Get a second opinion on your portfolio and much more.
Schedule a Call

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

HDFC Large and Mid Cap Fund Direct (G)

Equity

Large & Mid Cap

Why rely on hope when you can invest in the proven?

Don't leave your investments to hope with NFOs. Invest in mutual funds with proven track records.

Fund NameScripbox Opinion
Till Date CAGR
ppfas
Parag Parikh Flexi Cap Fund Direct (G)

16.9%

18.5%

18.8%

15.9%

17.7%

16.6%

15.1%

14.7%

20.3%

15.4%

18.2%

13.2%