MUTUAL FUNDS
Wealth Company Mutual Fund files offer document for Life Cycle Fund 2041
Sep-03-2026
Wealth Company Mutual Fund has filed offer document with SEBI to launch an open ended fund named ‘The Wealth Company Life Cycle Fund 2041'. The New Fund Offer price will be Rs 10 during the NFO. Entry load will be nil and Exit Load- for Up to 1 year will be 3%; for More than 1 year and up to 2 years will be 2%; for More than 2 years and up to 3 years will be 1%; for More than 3 years exit load will be NIL. The Scheme offers growth and IDCW option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance will be benchmarked against Nifty 200 TRI (70%) + Nifty Composite Debt Index (25%)+ Domestic Price of Gold (3%)+ Domestic Price of Silver (2%). The minimum application amount will be Rs 1,000 and in multiple of Rs 1 thereafter.

The investment objective of the scheme is to generate capital appreciation by Goal-based investing designed for  long-term objectives with  a  target  date  of  2041 by investing  across  asset  classes, Equity and Equity  related  instruments, Debt, money market instruments, units of InvITs, Gold & Silver ETF and Exchange Traded Commodity Derivatives.

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