MUTUAL FUNDS
The Wealth Company Mutual Fund files offer document for Multi Asset Allocation Fund
Sep-18-2025

The Wealth Company Mutual Fund has filed offer document with SEBI to launch an open ended Multi Asset Allocation scheme named ‘The Wealth Company Multi Asset Allocation Fund'. The New Fund Offer price for units would be Rs 10 per unit as on the date of allotment. Entry load will be nil. Exit load will be 1%- If redeemed/switched out within 30 days from the date of allotment, and Nil -if redeemed/switched out after 30 days from the date of allotment. The 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 200 TRI (40%) + NIFTY Short Duration Debt Index (45%) Domestic Prices of Gold (10%) + Domestic Prices of Silver (5%). The minimum application amount is Rs 1000 and in multiples of Rs 1 thereafter.

The investment objective of the scheme is 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.


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