Home / Business and Economy / New Fund Blends Equity, Debt & Commodities for Growth
New Fund Blends Equity, Debt & Commodities for Growth
21 Nov
Summary
- Minimum investment starts at Rs 1,000, with SIP options available.
- Fund combines equity, debt, and commodities for diversification.
- Goal is to create portfolios performing through market cycles.
The Wealth Company Mutual Fund is introducing a novel investment scheme that strategically combines equity, debt, and commodities. This approach aims to build diversification that proves effective in real-world market conditions, moving beyond theoretical diversification. The fund's mandate allows for flexible asset allocation, enabling it to harness the potential stability offered by debt instruments, the hedging capabilities of commodities, and the long-term growth prospects of equities.
This integrated strategy is designed to achieve superior risk-adjusted outcomes. The minimum initial investment for this scheme is set at Rs 1,000, with subsequent investments accepted in multiples of Re 1. For those opting for a monthly Systematic Investment Plan (SIP), the minimum investment amount is Rs 250, with a requirement of at least 12 installments.
Umesh Sharma, CIO - Debt at The Wealth Company Mutual Fund, highlighted the fund's objective: to engineer portfolios that perform consistently through various market cycles. This proactive approach, backed by active conviction, seeks to provide investors with resilient investment solutions that adapt to changing economic landscapes.
