The Wealth Company Mid Cap Fund - Direct Plan 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: 1
Risk: Moderate Risk
The Wealth Company 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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