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
N/A
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 N/A. 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
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.06 | 7.74 |
| 6M | 0.00 | 1.26 | 64.49 |
| 1Y | 0.00 | 3.73 | 137.57 |
| 3Y | 0.00 | 10.19 | 202.94 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund The Wealth Company Large & Mid Cap Fund Growth
The Wealth Company Large & Mid Cap Fund Growth managed by ,is a Equity - Diversifiedscheme with Assets Under Management of ₹0 Crore. The fund benchmarks its performance against the 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Capital Builder Fund - Series A Growth | 0 | 325.12 CR | 2.25 |
| The Wealth Company Large & Mid Cap Fund Growth | 0 | 0 CR | |
| Sundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Capital Builder Fund - Series A Growth | ||
| This FundThe Wealth Company Large & Mid Cap Fund Growth | ||
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 : %
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.
