The Wealth Company MF introduces Multi Asset Allocation Fund
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The Wealth Company Mutual Fund (MF) has introduced The Wealth Company Multi Asset Allocation Fund, an open-ended scheme designed to invest across multiple asset classes, including equity/equity-related securities, debt/money market instruments, commodity ETFs, and exchange-traded commodity derivatives. The New Fund Offer (NFO) will be open for subscription from November 19, 2025, to December 03, 2025. The scheme will have no entry load, but an exit load of 1% will be charged if units are redeemed or switched out within 30 days of allotment. No exit load will apply for redemptions after 30 days. The minimum investment amount is ₹1,000, with subsequent investments in multiples of ₹1.
The scheme’s performance will be measured against a blended benchmark consisting of NIFTY 200 TRI (40%), NIFTY Short Duration Debt Index (45%), Domestic Prices of Gold (10%), and Domestic Prices of Silver (5%). The fund will be managed by Aparna Shanker, Umesh Sharma, and Varun Nanavati.
The primary investment objective of the scheme is to deliver long-term capital appreciation and income by actively managing a diversified portfolio across equities, debt, commodity ETFs, exchange-traded commodity derivatives, and related instruments.
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