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Wealth Company Large & Mid Cap Fund NFO 2026: Everything You Need to Know

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Wealth Company Large & Mid Cap Fund Details

A New Mutual Fund Offer (NFO) 2026 has opened for investors in India. The latest launch is the Wealth Company Large & Mid Cap Fund, introduced by The Wealth Company Mutual Fund.

This latest NFO in India opened for subscription on 21 May 2026 and will close on 4 June 2026.

If you are exploring mutual fund investment in India, especially in equity markets, this new fund may be worth understanding.

Wealth Company Large & Mid Cap Fund NFO Details

Particulars

Details

Fund Name

Wealth Company Large & Mid Cap Fund

Fund Type

Open-ended Equity Scheme

Category

Large & Mid Cap Fund India

Benchmark

NIFTY Large Midcap 250 TRI

Fund Manager – Equity

Ms. Aparna Shanker

Fund Manager – Fixed Income

Mr. Umesh Sharma

NFO Open Date

21-May-2026

NFO Close Date

4-June-2026

Allotment Date

10-June-2026

First Minimum Investment

₹1000 

Subsequent Minimum Investment

₹1

Minimum SIP

₹100

Starting NAV

₹10 per unit

Stamp Duty

0.005%

Entry Load

Nil

Exit Load

1.00% if redeemed within 120 days

Company Details

Particulars

Details

Company

The Wealth Company

Total Assets Under Management (AUM)

₹1268.29 Crore

Website

https://www.wealthcompanyamc.in/

Email

investorcare@wealthcompany.in 

Address

Pantomath Nucleus House, Saki Vihar Road, Andheri East, Mumbai, Maharashtra 400072. 

Contact Number

022-65786200 

Source: AMFI India (New Fund Offers)

Should You Invest in This NFO?

You may be thinking, “should I invest in a new mutual fund offer 2026?”

It depends on your personal situation. If you are unsure how to choose a mutual fund in India, it is better to take guidance before investing.

Not sure whether this NFO suits your financial goals?
You can book a personalised consultation with Zenith Finserve.

How can Zenith Finserve help you?

At Zenith Finserve, we follow a structured approach through our mutual fund advisory process.

We help you:

  • Understand whether this fund is suitable
  • Align investments with your financial goals
  • Decide the right allocation
  • Avoid common investment mistakes

Thinking About Investing?

Before investing in any mutual fund, ask yourself:

  • What am I investing in?
  • Why am I investing?
  • How long can I stay invested?
  • What risks can I handle?

If you want clarity on whether this Large & Mid Cap Fund India fits your financial plan, you can book a personalised consultation with Zenith Finserve.

A well-planned investment decision matters more than investing in something new.

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Anuj Kesarwani

Hi, I'm the founder of Zenith Finserve, with over a decade of experience in comprehensive financial management.

My expertise spans financial planning, retirement planning, cash flow management, investments, loans, insurance, tax, and estate planning, helping individuals make smarter, well-rounded financial decisions.

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