The Wealth Company MF introduces Multi Asset Allocation Fund
The Wealth Company Mutual Fund (MF) has launched The Wealth Company Multi Asset Allocation Fund, an open ended Multi Asset Allocation scheme investing across equity/equity related securities, debt/ money market instruments, commodity ETFs, exchange traded commodity derivatives. The NFO opens for subscription on November 19, 2025 and closes on December 03, 2025. The Entry Load is not applicable for the scheme. The Exit Load will be 1% - If redeemed/switched out within 30 days from the date of allotment and Nil - if redeemed/switched out after 30 days from the date of allotment. The minimum subscription amount Rs 1,000 and in multiples of Rs 1 thereafter.
The performance of the scheme will be benchmarked to the NIFTY 200 TRI (40%) + NIFTY Short Duration Debt Index (45%) + Domestic Prices of Gold (10%) + Domestic Prices of Silver (5%) and its fund managers are Aparna Shanker, Umesh Sharma and Varun Nanavati.
The investment objective of the scheme is to provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of instruments across multiple asset classes viz. Equity, Debt, commodity ETFs and exchange traded commodity derivatives and related instruments.
