The fund will be open for subscription from March 5 to March 18.
The scheme, named The Wealth Company Small Cap Fund, is an open-ended equity fund predominantly focused on small-cap stocks. It plans to maintain a minimum allocation of 65% of its assets in small-cap companies and will benchmark its performance against the NIFTY SmallCap 250 TRI.
The fund’s risk-o-meter is classified as “Very High.” Investors can choose between Growth and Income Distribution cum Capital Withdrawal (IDCW) options.Management and investment approach
Aparna Shanker, Chief Investment Officer – Equity, will manage the fund. She brings over 30 years of experience in equity investing, having previously worked with SBI Mutual Fund and UTI Mutual Fund.
According to the company, the fund intends to identify emerging businesses early in their growth cycle, combining detailed company evaluation with structured risk management and active portfolio monitoring. Its approach includes analyzing promoter quality, governance standards, succession planning, and conducting forensic and legal diligence.
Proprietary scoring systems will assess fundamentals, growth vectors, earnings momentum, and volatility.
Madhu Lunawat, Founder and MD of The Wealth Company Mutual Fund, said the fund is designed to focus on long-term compounding opportunities while maintaining governance standards and risk management practices.
The Wealth Company is the asset management arm of Pantomath Group, managing assets worth approximately ₹10,000 crore. It received SEBI approval to operate as an Asset Management Company in July 2025 and also manages multiple category II AIF schemes, including the India Inflection Opportunity Fund, Bharat Value Fund, and Bharat Bhoomi Fund.
