myplexus

NFO Monitor

Fund Fact

Name of Funds:

The Wealth Company Multi Asset Allocation

Opening:

19th December 2025

Closing:

3rd December 2025

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

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 instruments across multiple asset classes viz. Equity, Debt,
commodity ETFs and exchange traded commodity derivatives and related instruments

Benchmark:

NIFTY 200

Fund Manager:

Aparna Shanker, Umesh Sharma, Varun Nanavati

Asset Allocation

10%-80% Equity 10%-80% Debt and Money Market

10%-50% Commodities upto 10% Others

Comparable existing schemes

Nippon India Multi Asset Allocation	16.84(1Y)	22.13(3Y)
Quant Multi Asset Allocation	11.06(1Y)	19.85(3Y)

Fund Prognosis

Idea Distiller

The hot segment right now. And aiming for the deposit pocket of investors. Has a huge market.

Fund House AAUM:
Rs 0(as on 30th Sep, 2025)
Fund Manager:
Combined Experience of over and above 14 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

High. But a difficult segment to create a lasting mark. Managing this kind of a scheme is not easy. Will wait and watch.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028