The Wealth Company Mutual Fundimage

The Wealth Company Large & Mid Cap Fund

EquityLarge & Mid CapGrowthIDCWIDCW-Reinvestment

Fund Overview

NAV (12 Jun 26)

10.04

AUM (in Cr)

-

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
The Wealth Company Large & Mid Cap Fund
Large & Mid Cap
1.64
4.72
-2.35
0.50
16.04
14.08

Scheme Information

Investment Objective

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.

Expense Ratio
-
Benchmark
-
AUM
-
Inception Date
21 May 2026
Turnover Ratio
-
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.
Asset Class
Equity
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