myplexus

NFO Monitor

Fund Fact

Name of Funds:

The Wealth Company Large & Mid Cap

Opening:

21st May 2026

Closing:

4th June 2026

Minimum Investment:

Rs. 1000/- and in multiples of Rs.1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1.00% - if Units are redeemed/ switched-out within 120 days from the date of allotment.

Fund Stats

Objective:

To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies .

Benchmark:

Nifty LargeMid250

Fund Manager:

Aparna Shanker, Umesh Sharma

Asset Allocation

35- 65% Equity upto 30% Debt

upto 10% Others Nil Nil

Comparable existing schemes

Aditya Birla Sun Life Large & Mid Cap	-2.49(6M)	1.07(1Y)
Axis Large & Mid Cap	-1.73(6M)	3.39(1Y)

Fund Prognosis

Idea Distiller

The segment that is ramping up very fast amongst investors will naturally attract the most attention. And thus the fund.

Fund House AAUM:
1,41,265.13(in Lakhs)
Fund Manager:
Combined experience of above 47 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

If you think the company offers a new orientation for investment then sure it makes sense.

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