The Wealth Company Large & Mid Cap Fund Direct Growth

INF2F0001594 Wealth Company Asset Management Holdings P Equity Growth

Latest NAV

₹9.8676

+0.00% 1Y

as of 05 Oct 2026

Expense ratio

3.10%

AUM

₹111 Cr

Min SIP

₹250

Min lump sum

₹1,000

+0.00%

3Y (ann.)

+0.00%

5Y (ann.)

+0.00%

Launched

Jun 2026

Where the NAV sits & how risky it is

₹9.87

52-week range at 9%

₹9.87

Low 01 Oct 2026₹9.79

High 28 Aug 2026₹10.64

Risk level Very High

Low

Very high

NAV history

12 Jun 2026 Since inception 05 Oct 2026

Returns by period

-3.46%

-7.12%

-3.62%

+0.00%

3Y and 5Y returns are annualised.

Return calculator

Monthly investment

Time period yrs

Assumed yearly return

Top up SIP 10% a year

You invest

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Est. gain

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Est. value

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Invested Gain

Invested Projected value min SIP ₹250

Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.

Where your money goes

No portfolio disclosure is available for this scheme yet.

About this scheme

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 manager(s): Aparna Shanker, Chinmay Sathe

Exit load: Exit load of 1%, if redeemed within 120 days.

Scheme snapshot

VR Rating

MS Rating

Plan

Growth

Type

DIRECT

Inception

10 Jun 2026

Lump-sum min