Mutual Funds

The Wealth Company Large & Mid Cap Fund Regular IDCW

The Wealth Company Mutual FundLarge & Mid CapVery High Risk
₹10.04

NAV as on 2026-06-12 · Equity · Large & Mid Cap

AUM

-

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

-

Risk

Very High

The Wealth Company Large & Mid Cap Fund Regular IDCW
₹10.04+0.00%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

-

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.04
₹10.04

50% from 52W low

Fund Information

Large & Mid CapEquity

Fund House

The Wealth Company Mutual Fund

Category

Equity - Large & Mid Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Market Cap Split

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
The Wealth Company Lrg & MdCp Reg IDCW-P-----
The Wealth Company Lrg & MdCp Reg IDCW-R-----
Mirae Asset Large & Midcap IDCW-P42,3381.28-2.5%+13.0%+10.4%
SBI Large & Midcap Reg IDCW-P39,4241.72+0.4%+13.9%+13.6%
ICICI Pru Large & Mid Cap IDCW-P30,1471.35-1.3%+16.3%+15.8%
Kotak Large & Midcap Reg IDCW-P30,1271.58+0.8%+15.1%+14.0%
HDFC Large and Mid Cap IDCW-P28,5151.59-1.3%+15.5%+15.0%
Canara Robeco Large & Mid Cap IDCW-P24,4981.38-5.8%+12.2%+10.7%
DSP Large & Mid Cap Fund IDCW-P17,3701.43-1.3%+16.6%+12.5%
Motilal Oswal Large & Midcap Reg IDCW-P16,7771.910.0%+21.9%+18.3%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM-
Expense Ratio-
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings0

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.