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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 · 6.54%Inception · 21-05-2026
NAV
₹10.59
+0.10% · as of 28-08-2026
Since inception
5.47%
CAGR
Benchmark (inception)
15.54%
CAGR
Fund size
₹102 Cr
AUM
Expense ratio
6.54%
31-07-2026
Performance
Returns vs benchmark & category
Since inception: +5.47% CAGR vs benchmark +15.54%.
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?
@ 5.5% p.a.₹10,000
10 years
Projected value
₹15,99,759
Invested: ₹12,00,000
Gained: ₹3,99,759
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
Ms. Aparna Shanker, Mr. Chinmay Sathe
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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