Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    The Wealth Company Multi Asset Allocation
  • Opening:
    19th December 2025
  • Closing:
    3rd December 2025
  • Scheme Type:
    Open Ended Multi Asset Allocation Fund
  • Minimum Investment:
    Rs. 1,000/- and in multiples of INR 1/- thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Not Applicable
  • 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 instruments across multiple asset classes viz. Equity, Debt,
commodity ETFs and exchange traded commodity derivatives and related instruments

  • Benchmark:

  • NIFTY 200

  • Fund Manager:

  • Aparna Shanker, Umesh Sharma, Varun Nanavati

Asset Allocation

10%-80% Equity
10%-80% Debt and Money Market
Comparable existing schemes
Nippon India Multi Asset Allocation 16.84(1Y) 22.13(3Y)
Quant Multi Asset Allocation 11.06(1Y) 19.85(3Y)

Fund Prognosis

Idea Distiller

The hot segment right now. And aiming for the deposit pocket of investors. Has a huge market.

  • Fund House AAUM:

  • Rs 0(as on 30th Sep, 2025)

  • Fund Manager:

  • Combined Experience of over and above 14 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

High. But a difficult segment to create a lasting mark. Managing this kind of a scheme is not easy. Will wait and watch.