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Wealth Company AMC

The Wealth Company Multi Cap Fund

It's not one opportunity. It's multiple opportunities.

NFO Opens:

27 Aug 2026

NFO Closes:

10 Sep 2026

Type:

An open ended equity scheme investing across large cap, mid cap and small cap stocks.

Benchmark:

NIFTY 500 Multi Cap 50:25:25 TRI

Quick Reasons to Invest

DIVERSIFIED across market caps

Unlock opportunities across the spectrum of the market.

Built for Every Market Cycle

Positioned with aim to adapt through both growth and volatility.

FOCUSED on long-term wealth

Aim to create wealth over the long run.

Fund Snapshot

FeatureDetails
TypeAn open ended equity scheme investing across large cap, mid cap and small cap stocks.
Minimum ApplicationMinimum initial investment in the scheme / plan / option: Rs. 1,000/- and in multiples of Rs. 1/- thereafter.
Minimum RedemptionInvestors can redeem ‘Any amount’ or ‘any number of units’ as requested by the investor
Entry LoadNil.
Exit Load1.00% if Units are redeemed or switched-out within 180 days from the date of allotment. No Exit Load if Units are redeemed or switched-out after 180 days from the date of allotment.
Plans/OptionsPlans: Regular Plan and Direct Plan. Options: Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option. IDCW Sub-Options: Payout of IDCW and Reinvestment of IDCW.
RiskometerVery High Risk

Investment 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.

There is no assurance that the investment objective of the Scheme will be achieved.

Our Investment Approach

A) C.H.A.N.G.E. Framework

Capable Management

Proven leadership with vision, experience and the ability to adapt

Historical performance

Sound operating metrics, efficient capital allocation and strong return ratios

Attractive valuations

Entry at reasonable prices based on comparative and dynamic metrics

Navigating market cycles

Management's ability to respond to economic shifts and competitive changes

Governance & transparency

Alignment with minority shareholders and clean corporate practices

Earnings growth & execution excellence

Scalable models with consistent growth and operational delivery

B) E.D.G.E. Framework

Exchange and market specific indicators

• Price change • Delivery volumes • Volatility index

Domestic indicators

• Economic growth drivers • Central bank liquidity policy • Interest rate movements

Global indicators

• Currency movements • Global bond yields • Global central bank policies • FII/DII activity

Exit & Rebalancing Strategy

• Better opportunity • Drift away from initial investment rationale • Signs of business disruption /higher competitive intensity • Overlay of Technical factors like Momentum, RSI

Fund Managers

Mr. Chinmay Sathe

(Equity)

Mr. Chinmay Sathe has over 2 decades of experience in Indian equity markets having worked across leading asset management and life insurance institutions including UTI Mutual Fund, Bajaj Allianz Life Insurance, DSP Merrill Lynch, and L&T Mutual Fund, giving him deep, hands-on exposure to Portfolio Management, Risk Frameworks, and Capital Allocation at scale. He holds an Engineering degree from the Government College of Engineering, Pune (1999 Batch) and PGDM from IIM Lucknow (2004 Batch).

Scheme Documents

Scheme Information Document (SID)

Download

Key Information Memorandum (KIM)

Download

Product Deck

Download

Product Label

This Product is suitable for investors who are seeking*:

• Long term capital appreciation.

• Investment predominantly in equity & equity related instruments across large cap, mid cap and small cap stocks .

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Scheme Risk-o-meter

Risk of the Scheme is at Very High Risk

Multi Cap Fund

Benchmark Risk-o-meter

The Risk of The Benchmark Is very high

NIFTY 500 Multi Cap 50:25:25 TRI

The above product labelling assigned during the New Fund Offer is based on internal assessment of the Scheme Characteristics or model portfolio and the same may vary post NFO when actual investments are made.

FAQs

A Multi Cap Fund is an equity mutual fund that invests across large cap, mid cap, and small cap stocks, with diversification across different segments of the market. A minimum allocation of 25% of total assets of the scheme in equity and equity related instruments of each market cap category viz Large Cap, Mid Cap and Small Cap companies. (a) Large Cap: 1st -100th entities in terms of full market capitalization (b) Mid Cap: 101st -250th entities in terms of full market capitalization (c) Small Cap: 251st entities onwards in terms of full market capitalization

Unlike single-category/ market cap funds: ● It mandatorily invests at least 25% each in large, mid, and small caps ● Offers exposure across market segments ● Reduces dependency on any one segment

This fund may be suitable for investors who: ● Seek long-term wealth creation ● Are comfortable with very high risk ● Want diversified equity exposure in one fund

An investment horizon of at least 5 years or more is recommended to ride out market volatility and benefit from compounding.

Key risks include: ● Stock market volatility ● Higher risk from small and mid cap exposure ● Economic and sector-specific risks ● Derivatives-related risks (if used)

The fund follows a combination of top-down and bottom-up approach, backed by: ● Fundamental research ● Sector analysis ● Proprietary investment frameworks

The fund must maintain minimum 25% allocation in each segment, but may adjust weights above that based on market opportunities.

Yes, apart from equities, the fund may invest in: ● Money market instruments ● REITs/InvITs ● Gold and Silver ETFs (limited exposure)

The fund is benchmarked against a multi-cap index ( NIFTY 500 Multi Cap 50:25:25 TRI), which helps investors: ● Compare performance ● Evaluate fund manager effectiveness etc

Yes, the fund is actively managed, meaning the fund manager actively selects stocks and sectors.

NAV (Net Asset Value) is the per-unit price of the fund, calculated on every business day based on the value of underlying investments.

● No entry load ● Exit load is applicable if you redeem within a specified period

You can invest through: ● Lump sum investment ● SIP (Systematic Investment Plan) ● Online platforms or distributors

● Short-term fluctuations are expected ● The diversified allocation helps manage risk ● Staying invested for the long term is key

If it is a new fund (NFO), there will be no past performance, and investors should evaluate based on: ● Fund strategy ● Fund manager experience ● AMC track record etc

The fund is managed by an experienced fund manager with expertise in: ● Equity research ● Portfolio construction ● Market cycles

The portfolio is disclosed monthly on the AMC website for transparency.

Yes, as an open-ended scheme, you can redeem anytime at the NAV related price (subject to exit load, if any).

● SIP helps average market volatility ● Lump sum may work well in falling or undervalued markets Many investors prefer a combination of both.

Because it offers: ● Exposure to growth potential of small/mid caps ● Relative Stability of large caps ● Flexibility across market cycles