The Wealth Company Large & Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 3.85% .
The fund currently owns more than 52 stocks.
The top 10 holdings account for 29.04% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -1.86% |
| 2 Year Return | N/A | 11.61% |
| 3 Year Return | N/A | 32.10% |
| 4 Year Return | N/A | 57.26% |
| 5 Year Return | N/A | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.39% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
3.85%
|
|
| 2 | Consumer Staples |
3.80%
|
|
| 3 | IT Consulting & Software |
3.60%
|
|
| 4 | Consumer Discretionary |
3.17%
|
|
| 5 | Financials |
2.85%
|
|
| 6 | Industrials |
2.55%
|
|
| 7 | Gems, Jewellery & Precious Metals |
2.50%
|
|
| 8 | Consumer Electronics |
2.28%
|
|
| 9 | Aerospace & Defense |
2.24%
|
|
| 10 | Industrials |
2.20%
|
|
| 11 | IT Consulting & Software |
2.20%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
2.13%
|
AMC: THEWEALTHCOMPANY
Category: Equity • Large & Mid Cap
Launch Date: 21 May 2026
Fund Manager: Mr. Aparna Shanker
Minimum Purchase: ₹1,000
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.
Lock-in: 1
Risk: Moderate Risk
The Wealth Company Large & Mid Cap Fund - Direct Plan is managed by THEWEALTHCOMPANY and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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