The Wealth Company Mid Cap Fund does not yet have a 5-year performance history.
The average return for Mid Cap funds is 82.60% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 1.15% |
| 2 Year Return | N/A | 14.53% |
| 3 Year Return | N/A | 40.78% |
| 4 Year Return | N/A | 68.09% |
| 5 Year Return | N/A | 82.60% |
| 6 Year Return | N/A | 138.43% |
| 7 Year Return | N/A | 178.44% |
| Expense Ratio | 0.00% | - |
AMC: THEWEALTHCOMPANY
Category: Equity • Mid Cap
Launch Date: 15 Jul 2026
Fund Manager: Ms. Aparna Shanker
Minimum Purchase: ₹1,000
Exit Load: In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.
Lock-in: 0
Risk: Moderate Risk
The Wealth Company Mid Cap Fund 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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