The Wealth Company Large & Mid Cap Fund - Reg (G)

The scheme will be an actively managed fund. The investment objective of the Scheme is to provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies. There is no assurance or guarantee that the investment objective of the Scheme will be achieved. At all times, the portfolio shall have a minimum exposure of 35% of net assets of the scheme into equity and equity related securities of large cap companies and minimum exposure of 35% of net assets of the scheme into equity and equity related securities of Mid-cap companies. The aim of the equity strategy will be to build a sector and market agnostic portfolio, representing a cross section of companies diversified across major industries, economic sectors and market capitalization that offer an acceptable risk reward balance by investment in Large and Mid-Cap companies with the allocation of 35%-65% each to these market caps. For Equity Segment: At Wealth Company Mutual Fund we follow an active investment strategy based on fundamental research and an eclectic approach to benefit from bottom-up stock selection after duly considering the top-down structural trends. We intend to use an in-house screening process based on scientific and analytical approach to arrive at an investible universe for our funds. Additionally, we intend to use the research rigour and diligence of a private equity approach in our portfolio construction process.