The Wealth Company Large & Mid Cap Fund · Regular · Growth
NAV
₹9.8401
as of 30 Sept 2026
Expense Ratio
4.41%
AUM
₹21 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -1.99%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -18.78%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
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Fund Details
What this fund does
The Wealth Company Large & Mid Cap Fund · Regular · 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 · Regular · Growth is a Large & Mid Cap mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹21.0 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 4.41%.