MUTUAL FUNDS
The Wealth Company Mutual Fund files offer document for Equity Savings Fund
Sep-18-2025

The Wealth Company Mutual Fund has filed offer document with SEBI to launch an open-ended scheme named ‘The Wealth Company Equity Savings Fund’. The New Fund Offer price for units would be Rs 10 price per unit as on the date of allotment. Entry load will be nil. Exit load will be 0.25%- If redeemed/switched out within 7days from the date of allotment, and Nil -if redeemed/switched out after 7 days from the date of allotment. Scheme offers Growth Option and Income Distribution Cum Capital Withdrawal Option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance of the scheme will be benchmarked against Nifty Equity Savings Total Return Index. The minimum application amount is Rs 1000 and in multiples of Re 1 thereafter.

The investment objective of the scheme is to provide long-term growth in capital and income through active management of a diversified portfolio across equity, arbitrage, and debt.


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