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The Wealth Company Mutual Fund · Equity: Mid Cap
The Wealth Company Mid Cap Fund- Regular-Growth
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · Nifty Midcap 150 TRITER · 5.01%Inception · 06-08-2026
NAV
₹9.33
-0.07% · as of 14-10-2026
Since inception
-6.56%
CAGR
Benchmark (inception)
16.70%
CAGR
Fund size
₹172 Cr
AUM
Expense ratio
5.01%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-6.56% CAGR vs benchmark +16.70%.
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?
@ -6.6% p.a.₹10,000
10 years
Projected value
₹8,76,906
Invested: ₹12,00,000
Gained: -₹3,23,094
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
154479
ISIN (Growth)
INF2F0001628
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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