November 13, 2025
RA Jainee
The Wealth Company Multi Asset Allocation Fund Direct-Growth
The Wealth Company Multi Asset Allocation Fund Direct-Growth snapshot
| NFO opens on | 19 November 2025 |
| NFO Closes on | 03 December 2025 |
| Min. Investment | Rs. 1000 |
| Plans | Growth, IDCW |
| Sahifund Verdict | A well-structured multi-asset NFO offering balanced exposure to equity, debt, gold and silver—ideal for investors looking for stability with moderate long-term growth. Strong fund-manager pedigree and diversified benchmark make it a reasonable choice for medium-risk investors. |
⏱️ Last Update: 18 November 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the The Wealth Company Multi Asset Allocation Fund Direct-Growth Open Date, Close Date?
NFO opens on November 19, 2025
NFO will close on December 03, 2025
Investment Strategy for this NFO?
The scheme seeks 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.
Basic Details
| Fund House | The Wealth Company Mutual Fund |
| Issue Open | 19 November 2025 |
| Issue Close | 03 December 2025 |
| Type | Open-ended |
| Category | Hybrid: Multi Asset Allocation |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 30 days |
| Riskometer | High |
| Benchmark | NIFTY Short Duration Index (45), NIFTY 200 TRI (40), Domestic Price of Gold (10), Domestic Price of Silver (5) |
About Benchmark Index for this NFO?
X
Fund Managers of The Wealth Company Multi Asset Allocation Fund Direct-Growth
1) Aparna Shanker
Education: MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Experience: Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
2) Umesh Sharma
Education: Mr. Sharma is a B.Com (H), CS and CA.
Experience: Prior to joining The Wealth Company Mutual Fund he has worked with Franklin Templeton MF, ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
2) Varun Nanavati
Education: B.COM and Chartered Accountant
Experience: Prior to joining the The Wealth Company MF, he was associated with Crisil Ratings Ltd, Citi, KPMG India.
AMC
The Wealth Company Mutual Fund
Address: Pantomath Nucleus House, Saki Vihar Road, Andheri (E), 400072, Mumbai, Maharashtra
Website: https://www.wealthcompanyamc.in/
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for The Wealth Company Multi Asset Allocation Fund Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY Short Duration Index (45), NIFTY 200 TRI (40), Domestic Price of Gold (10), Domestic Price of Silver (5)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Past Performance of Aparna Shanker
| Fund | The Wealth Company Arbitrage Fund | It’s Benchmark | The Wealth Company Ethical Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 13-11-2025
Past Performance of Umesh Sharma
| Fund | The Wealth Company Liquid Fund | It’s Benchmark |
| 1 Year | — | — |
| 3 Year | — | — |
| 5 Year | — | — |
| 7 Year | — | — |
| 10 Year | — | — |
As on 13-11-2025
Past Performance of Varun Nanavati
| Fund | The Wealth Company Liquid Fund | It’s Benchmark |
| 1 Year | — | — |
| 3 Year | — | — |
| 5 Year | — | — |
| 7 Year | — | — |
| 10 Year | — | — |
As on 13-11-2025
[B] Review of Fund Managers
Aparna Shanker
-
Background: MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB., Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
Umesh Sharma
-
Background: Mr. Sharma is a B.Com (H), CS and CA., Prior to joining The Wealth Company Mutual Fund he has worked with Franklin Templeton MF, ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
Varun Nanavati
-
Background: B.COM and Chartered Accountant, Prior to joining the The Wealth Company MF, he was associated with Crisil Ratings Ltd, Citi, KPMG India.
NFO Review
by Paresh Gordhandas, CA & Research Analyst.
The Wealth Company Multi Asset Allocation Fund aims to deliver long-term wealth creation by dynamically investing across Equity, Debt, Gold, Silver and Commodity ETFs. This diversified multi-asset strategy helps reduce volatility while capturing returns from multiple cycles. The benchmark blend (NIFTY 200 TRI + Short Duration Index + Gold + Silver) reflects a balanced approach, making this fund suitable for moderate-to-aggressive investors.
The fund will be managed by a three-member team—Aparna Shanker, Umesh Sharma and Varun Nanavati—each carrying strong institutional experience across top AMCs like SBI MF, Franklin Templeton, UTI & ICICI Bank. Their combined expertise in equity, debt and risk management strengthens confidence in the fund’s asset-allocation model.
Investors should note that multi-asset funds generally perform well during volatile markets and uncertain macro phases, making this NFO timely given global interest rate uncertainties. Minimum investment is Rs. 1,000 with an exit load of 1% within 30 days, suitable for medium-term to long-term investors.
Overall, the scheme fits investors seeking stability + moderate growth with a diversified portfolio instead of pure-equity exposure.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in The Wealth Company Multi Asset Allocation Fund Direct-Growth NFO?
Invest Online OR https://www.wealthcompanyamc.in/our-funds
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
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