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The Wealth Company Mutual Fund · Equity: Large and Mid Cap
The Wealth Company Large & Mid Cap Fund Regular Growth
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies . There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
EquityBenchmark · Nifty Large Midcap 250 TRITER · 0.00%Inception · 21-05-2026
NAV
₹10.20
+0.77% · as of 15-07-2026
Since inception
1.62%
CAGR
Benchmark (inception)
15.56%
CAGR
Fund size
₹94 Cr
AUM
Expense ratio
0.00%
Performance
Returns vs benchmark & category
Since inception: +1.62% CAGR vs benchmark +15.56%.
Portfolio
Where the money is invested
Top holdings
Not available.
Sector allocation
Not available.
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 1.6% p.a.₹10,000
10 years
Projected value
₹13,03,474
Invested: ₹12,00,000
Gained: ₹1,03,474
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mrs. Aparna Shanker, Mr. Umesh Sharma
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154382
ISIN (Growth)
INF2F0001560
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large and Mid Cap funds
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