Mumbai, May 20 : The Wealth Company Mutual Fund, part of Pantomath Group has announced the launch of The Wealth Company Large & Mid Cap Fund, an open-ended equity scheme investing in both large cap and mid cap stocks. The New Fund Offer (NFO) opens on May 21, 2026 and closes on June 4, 2026.
The scheme aims to provide long term capital appreciation by investing predominantly in equity and equity related securities of large cap and mid cap companies. Structured as an actively managed portfolio, the fund will maintain a minimum allocation of 35% each to large cap and mid cap companies, enabling investors to participate in the stability of established businesses as well as the growth potential of emerging market leaders.
The launch marks the 10th fund introduced by The Wealth Company Mutual Fund within just 10 months of operations, reflecting the AMC’s rapid expansion and commitment to building a differentiated investment platform.
The investment approach combines bottom-up stock selection with top-down structural trend analysis, supported by what the AMC describes as a “private equity style research framework” for identifying scalable businesses with strong governance, execution capabilities and long-term growth potential.
Speaking on the launch, Madhu Lunawat, Founder, MD & CEO, The Wealth Company Mutual Fund, said,
“The Indian economy is entering a phase where leadership across sectors will continue to evolve rapidly. We believe some of the most compelling opportunities will emerge from businesses that demonstrate the ability to scale sustainably, execute consistently and adapt across market cycles. Through this fund, we aim to identify tomorrow’s market leaders through a private equity lens while offering investors a balanced participation across both large cap resilience and mid cap growth opportunities.”
The fund’s investment framework is built around the proprietary C.H.A.N.G.E philosophy, which evaluates companies based on factors such as capable management, attractive valuations, governance standards, earnings growth and execution excellence. The portfolio construction process is designed to remain sector and market agnostic, allowing the fund management team flexibility to capture opportunities across evolving economic and business trends.
Commenting on the investment strategy, Aparna Shanker, CIO – Equity, The Wealth Company Mutual Fund, said,
“Our endeavor is to build a high conviction portfolio of businesses that can compound over long periods while maintaining strong governance and scalability characteristics. The large and mid-cap category provides a unique opportunity to combine established market leaders with emerging companies that have the potential to become tomorrow’s large caps. We believe disciplined research, rigorous portfolio construction and active management will remain critical in navigating the next phase of market evolution.”
The scheme will be benchmarked against the NIFTY Large Midcap 250 TRI.