myplexus

NFO Monitor

Fund Fact

Name of Funds:

The Wealth Company Flexi Cap

Opening:

24th September 2025

Closing:

8th October 2025

Minimum Investment:

Rs. 1,000/- and in multiples of Rs. 1/- thereafter.

Plan:

Direct and Regular

Options:

Growth and IDCW

Entry Load:

NIL

Exit Load:

1% of NAV, If redeemed/switched out within 30 days from the date of allotment

Fund Stats

Objective:

To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments.

Benchmark:

NIFTY 500

Fund Manager:

Aparna Shanker, Umesh Sharma, Varun Nanavati

Asset Allocation

65%-100% Equity upto 35% Debt and Money Market

upto 10% Others

Comparable existing schemes

HDFC Flexi Cap	0.55(1Y)	23.68(3Y)
Helios Flexi Cap	-2.59(1Y)	15.77(3Y)

Fund Prognosis

Idea Distiller

It is a new house so the scheme built up is as on expected lines. And flexi cap category is almost a no brainer for launching a fund house.

Fund House AAUM:
1000000(in Lakhs)as on 31st July,2025
Fund Manager:
Combined Experience of above 7 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Not much for me. There are far too many existing and proven options. But do keep yourself abreast with the performance. One never knows.

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