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46512
95771
The Wealth Company Large & Mid Cap Fund - Reg Growth
0.71
1.91
7
The Wealth Company Large & Mid Cap Fund - Reg (G)
1
1
3.5
Begin with SIP Invest One-Time
  • NAV

    10.19

    07 Jul 2026

  • -0.77%

     1 Day

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  • ₹ 250

    Min SIP

  • ₹ 1000

    Min Lumpsum

  • 2.47%

    Expense Ratio

  • NA

     Rating

  • 0 Cr

    Fund Size

  • 0 Years

    Fund Age

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SIP One-Time
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Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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Scheme Performance

Returns and Ranks ( as on 07 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 1.91

Scheme Allocation

By Holding By Sector By Asset
%
View All

Advance Ratio

  • NAAlpha
  • NASD
  • NABeta
  • NASharpe

Exit Load & Tax Implication

  • Exit Load
  • 1.00% - if Units are redeemed/switched-out within 120 days from the date of allotment. No Exit Load if Units are redeemed / switched-out after 120 days from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

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.

Fund Managers

Aparna Shanker

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

Peer Comparison

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95771
  • Fund Name

AMC Contact Details

  • Address :
  • Pantomath Nucleus House Saki-Vihar Road, Andheri east, mumbai-400072
    • Contact :
    • +91022-65786200
    • Email ID :
    • Investorcare@Wealthcompany.in
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

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FAQs

The Wealth Company Large & Mid Cap Fund - Reg Growth has delivered 0.00% since inception

The NAV of The Wealth Company Large & Mid Cap Fund - Reg Growth is ₹10.0401 as of 07 Jul 2026

The expense ratio of The Wealth Company Large & Mid Cap Fund - Reg Growth is 2.47 % as of 07 Jul 2026

The AUM of The Wealth Company Large & Mid Cap Fund - Reg Growth 0 CR as of 07 Jul 2026

The minimum SIP amount of The Wealth Company Large & Mid Cap Fund - Reg Growth is 250

The top stock holdings of The Wealth Company Large & Mid Cap Fund - Reg Growth are

    The top sectors The Wealth Company Large & Mid Cap Fund - Reg Growth has invested in are

    1. - 0%

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