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The Wealth Company Multi Cap Fund

Growth

EquityMulti Cap Fund
Very High RiskPrincipal investment will be at very high risk

Key Offer Details

Opening date
27 Aug 2026
Closing date
10 Sept 2026
Scheme type
Open-Ended
NAV
₹10
Min. invst.
₹1,000
Min. SIP
₹1,000

About Multi Cap Fund

Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.

Scheme Info

Plan
Direct
Lock in
None
Exit Load
1%
1% on or before 180D, NIL after 180D
Expense Ratio
0%
Benchmark
Nifty500 Multicap 50:25:25 - TRI

Scheme Objective

The investment objective of the scheme is to generate long-term capital appreciation by predominantly investing in equity and equity related securities of large cap, mid cap and small cap companies.

AMC Profile

Total AUM
₹ 1,570.78 Cr
No. of schemes
10

Manager Profile

Peers

Peers

Peers & Comparison

Comparing 4 mutual funds from 
EquityMulti Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Nippon India Multi Cap Fund3.47%14.68%15.93%
Kotak Multi Cap Fund(IDCW)1.05%15.42%15.10%
SBI Multicap Fund5.26%14.93%14.44%
HDFC Multi Cap Fund(IDCW Reinvst)-0.66%9.99%13.68%

Frequently asked questions

Frequently asked questions

  1. The Wealth Company Multi Cap Fund is an open-ended Multi Cap Fund scheme launched by Wealth Company Asset Management Holdings Pvt. Ltd., investing primarily in Equity. It is benchmarked against Nifty500 Multicap 50:25:25 - TRI and offered in Direct and Regular plans with Growth and IDCW options.

  2. The NFO of The Wealth Company Multi Cap Fund opens for subscription on 27 Aug 2026.

  3. The NFO of The Wealth Company Multi Cap Fund closes for subscription on 10 Sep 2026. Applications must be submitted before this date for allotment at the NFO offer price.

  4. The minimum lumpsum investment in The Wealth Company Multi Cap Fund is ₹1,000.

  5. The minimum SIP amount for The Wealth Company Multi Cap Fund is ₹100 per SIP installment.

  1. The Wealth Company Multi Cap Fund is managed by Chinmay Sathe, who has 21 years of fund management experience and also manages 5 other schemes at Wealth Company Asset Management Holdings Pvt. Ltd..

  2. The Wealth Company Multi Cap Fund is a new scheme with no performance track record yet, so it should be evaluated on Chinmay Sathe's experience, Wealth Company Asset Management Holdings Pvt. Ltd.'s record on similar schemes, the fund's Equity strategy, and fit with an investor's existing portfolio — not past returns.

  3. The Wealth Company Multi Cap Fund is categorized as a Multi Cap Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).

  4. The Wealth Company Multi Cap Fund has no lock-in period and an exit load of 1% if redeemed within 180 days of investment.