A Oneindia Venture

The Wealth Company Multi Asset Allocation Fund NFO

By The Wealth Company Mutual Fund Hybrid Hybrid
NFO Closed

Offer Price

₹10.00

Min. Investment

₹1000

Open Date

19 Nov 2025

Close Date

03 Dec 2025

SIP Amount

₹250

The Wealth Company Multi Asset Allocation Fund is a New Fund Offer (NFO) by Wealth Company Asset Management Holdings Private Limited categorized under Hybrid. The NFO is open for subscription from 19 Nov 2025 to 03 Dec 2025. Investors can subscribe with a lumpsum investment of ₹1,000. The offer price is ₹10.00 per unit. The fund will be managed by Aparna Shanker. The fund has a risk rating of 'High' . It will benchmark against Nifty 200 Total Return.

Fund Details

Offer Price
₹10.00 per unit
Subscription Period
19 Nov 2025 to 03 Dec 2025
Min. Lumpsum Amount
₹1000
SIP Amount
Rs. 250
Scheme Type
Open Ended
Category
Hybrid - Multi Asset Allocation
Risk Level
High
Exit Load
1%
Benchmark
Nifty 200 Total Return
Plan Options
Growth, IDCW, IDCW-Reinvestment

Fund Objective

To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of instruments across multiple asset classes viz. Equity, Debt, commodity ETFs and exchange traded commodity derivatives and related instruments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any return.

AMC Details

Name
The Wealth Company Mutual Fund
Fund Managers
Ms. Aparna Shanker (Equity)
Mr. Umesh Sharma (Debt)
Mr. Varun Nanavati (Debt)
Website
https://www.wealthcompanyamc.in

Top Funds from Hybrid - Multi Asset Allocation

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
HDFC Multi-Asset Allocation Fund - Direct Plan
Hybrid Direct
5.84% 27.08% 43.06% ₹5,303 0.80%
Very High
HDFC Multi-Asset Allocation Fund - Direct Plan
Hybrid Direct
5.84% 27.08% 43.06% ₹5,303 0.80%
Very High
Axis Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
5.64% 21.78% 28.09% ₹1,786 0.98%
High
Axis Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
5.64% 21.78% 28.09% ₹1,786 0.98%
High
HDFC Multi-Asset Allocation Fund - Regular Plan
Hybrid Regular
3.26% 18.11% 27.20% ₹5,303 1.87%
Very High
HDFC Multi-Asset Allocation Fund - Regular Plan
Hybrid Regular
3.26% 18.11% 27.20% ₹5,303 1.87%
Very High
Axis Multi Asset Allocation Fund
Hybrid Regular
2.05% 10.21% 9.06% ₹1,786 2.01%
High
Axis Multi Asset Allocation Fund
Hybrid Regular
2.05% 10.21% 9.06% ₹1,786 2.01%
High
Quant Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
14.28% 81.44% 231.12% ₹4,182 0.67%
High
Quant Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
14.28% 81.42% 231.03% ₹4,182 0.67%
High

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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