Description

The Wealth Company Multi Asset Allocation Fund of Wealth Company Mutual Fund will be reopened for ongoing subscriptions and redemptions along with SIP, STP, SWP facility on NSE MF Invest Platform effective December 12, 2025.

Summary

The Wealth Company Multi Asset Allocation Fund of Wealth Company Mutual Fund will be reopened for ongoing subscriptions and redemptions along with SIP (Systematic Investment Plan), STP (Systematic Transfer Plan), and SWP (Systematic Withdrawal Plan) facilities on NSE MF Invest Platform effective December 12, 2025. Six scheme variants (Direct and Regular plans with IDCW Payout, IDCW Reinvestment, and Growth options) will be available for transactions.

Key Points

  • Six scheme variants of The Wealth Company Multi Asset Allocation Fund will be available on NSE MF Invest Platform
  • All schemes are categorized as Debt schemes
  • Both Direct and Regular plans available with three options each: IDCW Payout, IDCW Reinvestment, and Growth
  • SIP, STP, and SWP facilities will be enabled for all variants
  • Unique ISIN codes assigned for each scheme variant

Regulatory Changes

No regulatory changes introduced. This is an operational update regarding the reopening of previously closed mutual fund schemes for transactions.

Compliance Requirements

  • NSE members must ensure their systems are updated to facilitate transactions in the listed scheme variants
  • Members should inform their clients about the availability of these schemes for investment from December 12, 2025

Important Dates

  • Effective Date: December 12, 2025 - Schemes reopened for ongoing subscriptions and redemptions with SIP, STP, SWP facilities
  • Circular Date: December 11, 2025

Scheme Details

Sr. NoScheme NameISINCategory
1The Wealth Company Multi Asset Allocation Fund Direct IDCW PayoutINF2F0001354Debt
2The Wealth Company Multi Asset Allocation Fund Direct IDCW ReinvestmentINF2F0001362Debt
3The Wealth Company Multi Asset Allocation Fund Direct GrowthINF2F0001347Debt
4The Wealth Company Multi Asset Allocation Fund Regular IDCW PayoutINF2F0001321Debt
5The Wealth Company Multi Asset Allocation Fund Regular IDCW ReinvestmentINF2F0001339Debt
6The Wealth Company Multi Asset Allocation Fund Regular GrowthINF2F0001313Debt

Impact Assessment

Market Impact: Minimal. This is a routine operational update affecting only investors interested in The Wealth Company Multi Asset Allocation Fund schemes.

Investor Impact: Low to medium for existing and potential investors in these schemes. Investors can now resume subscriptions, redemptions, and utilize systematic investment facilities (SIP, STP, SWP) from December 12, 2025.

Operational Impact: Low. NSE members need to ensure their trading and investment platforms are configured to process transactions for these scheme variants.

Contact Information

Impact Justification

Routine operational circular regarding reopening of mutual fund schemes for transactions on NSE platform, affecting only investors in these specific schemes