The Wealth Company Mutual Fund, backed by the Pantomath Group, has launched the The Wealth Company Large & Mid Cap Fund, an open-ended equity scheme focused on investing across large and midcap stocks.
The fund’s new fund offer (NFO) will open for subscription on May 21 and close on June 4.
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The scheme aims to provide long-term capital appreciation by investing predominantly in equity and equity-related securities of large and midcap companies. Structured as an actively managed portfolio, the fund will maintain a minimum allocation of 35% each to large and midcap companies, enabling investors to participate in the stability of established businesses as well as the growth potential of emerging market leaders.
The launch marks the 10th fund introduced by The Wealth Company Mutual Fund within just 10 months of operations, reflecting the AMC’s rapid expansion and commitment to building a differentiated investment platform, according to a press release by the fund house.
The investment approach combines bottom-up stock selection with top-down structural trend analysis, supported by what the AMC describes as a “private equity style research framework” for identifying scalable businesses with strong governance, execution capabilities and long-term growth potential.
“The Indian economy is entering a phase where leadership across sectors will continue to evolve rapidly. We believe some of the most compelling opportunities will emerge from businesses that demonstrate the ability to scale sustainably, execute consistently and adapt across market cycles,” said Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund.
“Through this fund, we aim to identify tomorrow’s market leaders through a private equity lens while offering investors a balanced participation across both largecap resilience and midcap growth opportunities,” Lunawat further said.
The fund’s investment framework is built around the proprietary C.H.A.N.G.E philosophy, which evaluates companies based on factors such as capable management, attractive valuations, governance standards, earnings growth and execution excellence. The portfolio construction process is designed to remain sector and market-agnostic, allowing the fund management team flexibility to capture opportunities across evolving economic and business trends.
The performance will be benchmarked against NIFTY Large Midcap 250 TRI and will be managed by Aparna Shanker and Umesh Sharma.
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“Our endeavor is to build a high conviction portfolio of businesses that can compound over long periods while maintaining strong governance and scalability characteristics. The large and mid-cap category provides a unique opportunity to combine established market leaders with emerging companies that have the potential to become tomorrow’s large caps. We believe disciplined research, rigorous portfolio construction, and active management will remain critical in navigating the next phase of market evolution,” said Aparna Shanker, CIO – Equity, The Wealth Company Mutual Fund.
The fund is suitable for investors who are seeking to generate long-term capital appreciation or income and want investment predominantly in large and midcap stocks.
The fund will allocate 35-65% in equity and equity related instruments of large cap companies, 35-65% in equity and equity related instruments of mid cap companies, 0-30% in equity and equity related instruments other than above, 0-10% in units issued by InVITs, and 0-30% in debt securities (including securitised debt) and money market instruments.
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