The Wealth Company Mutual Fund launches The Wealth Company Small Cap Fund
NFO period: 05th Mar - 18th Mar, 2026
Highlights of the NFO:
- Scheme type - An open ended equity scheme predominantly investing in small cap stocks
- Investment objective - To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small 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 small cap companies.
- Minimum Application Amount - Minimum of Rs. 5,000/- 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 - Ms. Aparna Shanker
- Benchmark - NIFTY SmallCap 250 index (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.