The Wealth Company Mutual Fund launches The Wealth Company Large and Mid Cap Fund
NFO period: 21st May - 04th Jun, 2026
Highlights of the NFO:
- Scheme type - An open ended equity scheme investing in both large cap and mid cap stocks.
- Investment objective - To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies . There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
- Product suitability - This product is suitable for investors who are seeking to generate long term capital appreciation / income. Investment predominantly in large cap and mid cap stocks.
- Minimum Application Amount - Rs. 1,000/- and in multiples of Rs. 1/- thereafter.
- Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
- Fund Managers - Mrs. Aparna Shanker & Mr. Umesh Sharma
- Benchmark - Nifty Large Midcap 250 TRI
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
This is a summary of a public announcement, shared for information. It is not a recommendation, and 2i WealthPlus Financial Services may not distribute every scheme mentioned. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services.