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The Wealth Company Large & Mid Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

The Wealth Company Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹1000

AUM (Fund size)

₹0 Cr

Lock In Period

N/A

Expense Ratio

N/A

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.

Benchmark

Nifty Large Midcap 250 Total Return

Summary

The Wealth Company Large & Mid Cap Fund Growth NAV is ₹0 as of 13 Jun, 2026. The Wealth Company Large & Mid Cap Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in The Wealth Company Large & Mid Cap Fund Growth is ₹250. The AUM of The Wealth Company Large & Mid Cap Fund Growth is ₹0 Cr. The expense ratio of the fund is N/A%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund is 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.. In the last 1M months, The Wealth Company Large & Mid Cap Fund Growth has delivered 0.00% returns.

The Wealth Company Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.937.74
6M0.001.2864.49
1Y0.003.53137.57
3Y0.0012.36202.94

Portfolio Analysis

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  • Debt:
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About Fund The Wealth Company Large & Mid Cap Fund Growth

The Wealth Company Large & Mid Cap Fund Growth managed by The Wealth Company Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of . Under the expert guidance of Aparna Shanker ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Aparna Shanker

Ms. Aparna Shanker holds MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB. Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Old Bridge Focused Fund Growth03314.83 CR1.95
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundOld Bridge Focused Fund Growth1.47780
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

The Wealth Company Large & Mid Cap Fund Growth FAQs

The Wealth Company Large & Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of The Wealth Company Large & Mid Cap Fund Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

The Wealth Company Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of The Wealth Company Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in The Wealth Company Large & Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of The Wealth Company Large & Mid Cap Fund Growth is ₹0 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in The Wealth Company Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.