MF
MFGenie.ai
Large & Mid Cap

The Wealth Company Large & Mid Cap Fund · Direct · Growth

The Wealth Company Mutual Fund

NAV

₹9.8928

as of 29 Sept 2026

Expense Ratio

2.39%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
—
3Y
—
5Y
—
Since Inception
-1.48%

SIP returns (XIRR)

1Y
—
3Y
—
5Y
—
Since Inception
-17.75%

Performance Comparison

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Fund Details

Fund HouseThe Wealth Company Mutual Fund
CategoryLarge & Mid Cap
Launch Date12 Jun 2026
AMFI Code154381

What this fund does

The Wealth Company Large & Mid Cap Fund · Direct · Growth aims to achieve long-term capital appreciation by investing in both large-cap and mid-cap companies, with a minimum 35% allocation to each segment. This blend pairs the size of large-caps with the growth profile of mid-caps.

About This Fund

The Wealth Company Large & Mid Cap Fund · Direct · Growth is a Large & Mid Cap mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. The current expense ratio is 2.39%.

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