The Wealth Company Mutual Fundimage

The Wealth Company Large & Mid Cap Fund

EquityLarge & Mid CapAnnual IDCW ReinvestmentIDCW-ReinvestmentGrowthIDCW

Fund Overview

NAV 

-

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
1.72
3.58
4.43
7.02
15.10
13.83

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
% 2.10
Benchmark
-
AUM
-
Inception Date
-
Turnover Ratio
-
Exit Load
1% for redemption within 120 days
Asset Class
Equity
Connect with an
Expert
Personalized investment strategies from leading experts