Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    The Wealth Company Flexi Cap
  • Opening:
    24th September 2025
  • Closing:
    8th October 2025
  • Scheme Type:
    Open Ended Equity Flexi Cap Fund
  • Minimum Investment:
    Rs. 1,000/- and in multiples of Rs. 1/- thereafter.
  • Plan:
    Direct and Regular
  • Options:
    Growth and IDCW
  • Entry Load:
    NIL
  • Exit Road:
    1% of NAV, If redeemed/switched out within 30 days from the date of allotment
  • Thereafter:
    NIL

Fund Stats

Objective

To provide long-term growth in capital and income to investors, through active management of investments in a diversified portfolio of equity and equity-related securities across the entire market capitalization spectrum and in debt and money market instruments.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Aparna Shanker, Umesh Sharma, Varun Nanavati

Asset Allocation

65%-100% Equity
upto 35% Debt and Money Market
Comparable existing schemes
HDFC Flexi Cap 0.55(1Y) 23.68(3Y)
Helios Flexi Cap -2.59(1Y) 15.77(3Y)

Fund Prognosis

Idea Distiller

It is a new house so the scheme built up is as on expected lines. And flexi cap category is almost a no brainer for launching a fund house.

  • Fund House AAUM:

  • 1000000(in Lakhs)as on 31st July,2025

  • Fund Manager:

  • Combined Experience of above 7 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Not much for me. There are far too many existing and proven options. But do keep yourself abreast with the performance. One never knows.