The Wealth Company Small Cap Fund NFO
The Wealth Company Small Cap Fund is an open ended equity scheme investing predominantly in small cap companies with strong growth potential. The scheme aims to generate long term capital appreciation by investing in companies represented in the NIFTY SmallCap 250 Index TRI.
| Fund Name | The Wealth Company Small Cap Fund |
|---|---|
| Category | Small Cap Fund |
| Benchmark | NIFTY SmallCap 250 Index (TRI) |
| NFO Period | March 05 2026 – March 18 2026 |
| Minimum Investment | ₹10,000 |
| Minimum Additional Investment | ₹5,000 |
Investment Strategy
The investment objective of the scheme is to provide long term capital appreciation by investing predominantly in equity and equity related securities of small cap companies.
The strategy focuses on identifying emerging businesses with scalable models, strong earnings growth potential and improving market opportunities in India’s expanding economy.
Top 10 Holdings in NIFTY SmallCap 250 Index (TRI)
| Company | Weight |
|---|---|
| Multi Commodity Exchange of India | 2.6% |
| Central Depository Services | 2.4% |
| KPIT Technologies | 2.2% |
| Blue Star Ltd | 2.0% |
| Sonata Software | 1.9% |
| Indian Energy Exchange | 1.8% |
| Cyient Ltd | 1.7% |
| Cholamandalam Financial Holdings | 1.7% |
| Fine Organic Industries | 1.6% |
| Affle India | 1.6% |
Source: NSE Indices. Portfolio composition of NIFTY SmallCap 250 Index TRI as of December 31 2025.
Benchmark Performance
| Period | NIFTY SmallCap 250 TRI | Nifty 50 TRI |
|---|---|---|
| 1 Year | 38.5% | 18.7% |
| 3 Year CAGR | 24.1% | 15.2% |
| 5 Year CAGR | 21.6% | 14.3% |
| 10 Year CAGR | 16.2% | 12.8% |
Suitability
Who Should Invest
- Investors seeking long term capital growth
- Investors comfortable with higher volatility
- Investors looking for small cap exposure
- Long term equity investors
Who Should Avoid
- Short term traders
- Low risk conservative investors
- Investors needing stable income
- Investors uncomfortable with market volatility
SIP Wealth Calculator
FAQs
What is the investment objective of The Wealth Company Small Cap Fund?
The Wealth Company Small Cap Fund aims to generate long term capital appreciation by investing in equity and equity related securities of small cap companies.
How does The Wealth Company Small Cap Fund select stocks?
The Wealth Company Small Cap Fund focuses on fundamentally strong small cap companies with scalable growth potential.
Is The Wealth Company Small Cap Fund suitable for long term investing?
The Wealth Company Small Cap Fund may suit investors seeking long term wealth creation through exposure to emerging small cap companies.
What benchmark does The Wealth Company Small Cap Fund track?
The Wealth Company Small Cap Fund benchmark is the NIFTY SmallCap 250 Index TRI.
What is the minimum investment in The Wealth Company Small Cap Fund?
The minimum investment amount in The Wealth Company Small Cap Fund during NFO is ₹10,000.
Sushil Bajaj 
+91 931-5120-004
