The Wealth Company Small Cap Fund - Regular (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 Small- Cap companies. The Scheme shall follow a predominantly small cap strategy with a minimum exposure of 65% to Small-Cap stocks. The Scheme may also seek participation in other equity and equity related securities to achieve optimal portfolio construction Under its Debt component, the scheme would aim to generate income by investing in debt (including securitised debt), money market instruments. Fixed income allocation will be made based on the evaluation of macroeconomic factors, market dynamics, credit quality, liquidity, interest rates etc. The scheme shall also invest in REITs/InvITs for the purpose of overall portfolio diversification. The Fund Manager will have the final authority to apply their discretion and judgment while determining the actual allocation percentage, the allocation interval, and the allocation approach as may be appropriate to pursue the investment objective of the Scheme. To achieve the investment objective, the scheme will invest at least 65% of net assets of the scheme predominantly in equity and equity linked instruments of small cap companies.