The Wealth Company Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

The Wealth Company Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹250 & Lump. ₹1000

AUM (Fund size)

₹172 Cr

Lock In Period

N/A

Expense Ratio

5.01

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.

Benchmark

Nifty Midcap 150 Total Return

The Wealth Company Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.68-0.348.60
6M0.001.6064.49
1Y0.003.18137.57
3Y0.0012.67202.94

Portfolio Analysis

  • Equity: 89.43%
  • Debt: 10.53%
  • Others
As on: 2026-09-30
View allocation % by

1. Dr. Reddy's Laboratories Limited4.29%
2. Biocon Limited2.15%
3. Glenmark Pharmaceuticals Limited2.03%
4. Alembic Pharmaceuticals Limited1.71%
5. Lupin Limited1.65%
6. Alkem Laboratories Limited1.06%
7. Syngene International Limited1.06%

1. The Indian Hotels Company Limited6.02%
2. ITC Hotels Limited3.64%

1. Dixon Technologies (India) Limited4.79%
2. Voltas Limited2.48%
3. Havells India Limited1.47%

1. Balkrishna Industries Limited3.68%
2. MRF Limited2.55%

1. GE Vernova T&D India Limited4.88%

1. 360 ONE WAM LIMITED2.69%
2. Max Financial Services Limited1.59%
3. Asset Reconstruction Company (India)Ltd0.42%

1. HDFC Bank Limited4.11%

1. Crompton Greaves Consumer Electrical Ltd2.30%
2. Amber Enterprises India Limited1.74%

1. Godrej Consumer Products Limited1.51%
2. Godrej Industries Ltd1.39%
3. Dabur India Limited1.10%

1. SWIGGY LIMITED3.63%

1. ICICI Prudential Life Insurance Company3.09%

1. Prestige Estates Projects Limited2.58%

1. Endurance Technologies Limited2.16%

1. BASF India Limited2.00%

1. Thermax Limited1.97%

1. TUBE INVESTMENTS OF INDIA LTD1.94%

1. Niva Bupa Health Insurance Company Ltd.1.79%

1. Fortis Healthcare Limited1.79%

1. Blue Dart Express Limited1.61%

1. Indian Railway Catering & Tourism Corp1.59%

1. NMDC Limited1.33%
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About Fund The Wealth Company Mid Cap Fund Growth

The Wealth Company Mid Cap Fund Growth managed by The Wealth Company Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹172 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 5.01. 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.

The Wealth Company Mid Cap Fund Growth FAQs

The Wealth Company 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 Mid Cap Fund Growth is 5.01. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

The Wealth Company Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -3.68%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of The Wealth Company Mid Cap Fund Growth are updated daily based on NAV of ₹ 9.0099 as on Oct 30,2026. Since inception, the return has been 0.00%.

You can invest in The Wealth Company 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 Mid Cap Fund Growth is ₹172 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in The Wealth Company 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.
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