The Wealth Company Large & Mid Cap Fund-Reg(G)
EquityEquity - Large & Mid Cap FundVery High
₹10.4668 Sept 2026
Chart
PlanNormal
Returns (6 months)NA
Expense ratio5.12%
Min Investment1,000
AUM111.43 Cr
Inception date10 Jun 2026
Return Calculator
₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns
Total Amount
Benchmark Returns
BENCHMARK: NIFTY LargeMidcap 250 - TRI
Annualised returns
Holdings
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Instrument | Share % |
|---|---|
Domestic Equities | 3.86% |
Domestic Equities | 3.56% |
Domestic Equities | 2.85% |
Domestic Equities | 2.72% |
Domestic Equities | 2.63% |
Domestic Equities | 2.53% |
Domestic Equities | 2.50% |
Domestic Equities | 2.47% |
Domestic Equities | 2.47% |
Domestic Equities | 2.38% |
Domestic Equities | 2.36% |
Domestic Equities | 2.29% |
Domestic Equities | 2.23% |
Domestic Equities | 2.21% |
Domestic Equities | 2.20% |
Domestic Equities | 2.16% |
Domestic Equities | 2.12% |
Domestic Equities | 2.08% |
Domestic Equities | 2.08% |
Domestic Equities | 2.05% |
Domestic Equities | 2.02% |
Domestic Equities | 2.00% |
Domestic Equities | 1.98% |
Domestic Equities | 1.94% |
Domestic Equities | 1.89% |
Domestic Equities | 1.88% |
Domestic Equities | 1.88% |
Domestic Equities | 1.87% |
Domestic Equities | 1.87% |
Domestic Equities | 1.86% |
Domestic Equities | 1.73% |
Domestic Equities | 1.70% |
Domestic Equities | 1.69% |
Domestic Equities | 1.60% |
Domestic Equities | 1.57% |
Domestic Equities | 1.55% |
Domestic Equities | 1.51% |
Domestic Equities | 1.44% |
Domestic Equities | 1.42% |
Domestic Equities | 1.40% |
Domestic Equities | 1.38% |
Domestic Equities | 1.37% |
Domestic Equities | 1.33% |
Domestic Equities | 1.31% |
Domestic Equities | 1.31% |
Domestic Equities | 0.98% |
Domestic Equities | 0.89% |
Domestic Equities | 0.85% |
Domestic Equities | 0.82% |
Domestic Equities | 0.53% |
Domestic Equities | 0.30% |
Domestic Equities | 0.03% |
Domestic Equities | 0.01% |
Risk Meter
Your investment is at
Very High Risk
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
AS
Aparna ShankerCS
Chinmay SatheLock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
1% on or before 120D, Nil after 120D
