The Wealth Company Small Cap Fund
Small in Size Strong in Potential
NFO Opens:
05 Mar 2026
NFO Closes:
18 Mar 2026
Type:
An open ended equity scheme predominantly investing in small cap stocks
Benchmark:
NIFTY SmallCap 250 index (TRI)
Quick Reasons to Invest
Invest in India’s Emerging Leaders
The next generation of market leaders is being built today. Small caps represent businesses that are still early in their journey but positioned to scale with India’s growth story.
India’s Growth Engine Is Broadening
India is entering a new phase powered by manufacturing, infrastructure, digital transformation and entrepreneurship. This structural shift is expanding opportunity beyond established large companies.
Early Access to Long-Term Compounding
Many of today’s large companies were once small. Investing at an early stage allows participation in the full arc of growth, before scale becomes visible to everyone.
A Rapidly Evolving Small-Cap Universe
Today’s small-cap ecosystem is stronger, more transparent, and more professionally managed than ever before. Access to capital, governance standards and institutional participation have all improved significantly.
Built for Long-Term Wealth Creation
Small caps may be volatile in the short-term, but over long periods they have the potential to create meaningful value for investors willing to stay invested through cycles
Fund Snapshot
Feature
Details
Type
An open ended equity scheme predominantly investing in small cap stocks
Minimum Initial Lumpsum Investment
₹10,000 and in multiples of ₹1 thereafter
Minimum Additional Lumpsum Investment
₹5,000 and in multiples of ₹1 thereafter
SIP
Daily SIP: ₹100 onwards Weekly SIP: ₹500 onwards Fortnightly SIP: ₹1,000 onwards Monthly SIP: ₹2,000 onwards Quarterly SIP: ₹6,000 onwards
Minimum Redemption
Any amount or any number of units
Entry Load
Nil
Exit Load
1% if redeemed/switched-out within 1 year from allotment date. Nil thereafter
Plans/Options
Direct Plan / Regular Plan Options: Growth & IDCW (Payout / Reinvestment)
Riskometer
Very High Risk
Investment Objective
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of Small Cap companies.
There is no assurance or guarantee 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
Domestic indicators
Global indicators
Exit & Rebalancing Strategy
Fund Managers
Ms. Aparna Shanker
(Equity)
Over 32 years of experience in the Mutual Fund industry across various domains. From Apr 2022 to Jan 2025: Fund Manager, SBI Resurgent India Opportunities Fund. From Sept 2012 to Mar 2022: Fund Manager, SBI ESG Fund (PMS), Amundi India Infrastructure Opportunities Fund (international mandate managed by SBI Funds Management). She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past.
Scheme Documents
Scheme Information Document (SID)
Key Information Memorandum (KIM)
Product Deck
Product Label
Scheme Risk-o-meter
Risk of the Scheme is at Very High Risk
Small Cap Fund
Benchmark Risk-o-meter
The Risk of the Benchmark is Very High Risk
NIFTY SmallCap 250 index (TRI)
