AS
Aparna ShankerLead
Since Jun 2026
AUM managed
₹901.84Cr
Tenure
Since Jun 2026
Funds
9
The Wealth Company Lrg & MdCp Reg Gr
Large and Mid Cap FundWealth Company Mutual Fund
NAV
₹9.99
-0.35% today
AUM
₹101.76 Cr
Fund size
Expense
2.10%
Regular plan
Min SIP
₹250
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty LargeMidcap 250 TR INR (100%)
Number of holdings50
Inception12 Jun 2026
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About The Wealth Company Lrg & MdCp Reg Gr
The Wealth Company Lrg & MdCp Reg Gr is an open-ended Large and Mid Cap Fund mutual fund scheme offered by Wealth Company Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹9.99 per unit and the scheme manages ₹101.76 Cr in assets under management. The fund charges an expense ratio of 2.10% and is benchmarked against Nifty LargeMidcap 250 TR INR (100%). SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 16 Sept 2026
The Wealth Company Lrg & MdCp Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.80% | -4.07% |
| 3 months | -1.02% | +0.46% |
| 6 months | 0.00% | +9.09% |
| 1 year | 0.00% | +0.55% |
| 3 years | 0.00% | +12.15% |
| 5 years | 0.00% | +11.61% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +1.78% |
| 3 months | 0.00% | +6.18% |
| 6 months | 0.00% | +5.56% |
| 1 year | 0.00% | +8.40% |
| 3 years | 0.00% | +48.19% |
| 5 years | 0.00% | +80.79% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
The Wealth Company Lrg & MdCp Reg Gr — frequently asked questions
What is the NAV of The Wealth Company Lrg & MdCp Reg Gr?
The latest net asset value (NAV) of The Wealth Company Lrg & MdCp Reg Gr is ₹9.99 per unit, -0.35% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What is the expense ratio of The Wealth Company Lrg & MdCp Reg Gr?
The Wealth Company Lrg & MdCp Reg Gr charges an expense ratio of 2.10% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is The Wealth Company Lrg & MdCp Reg Gr?
SEBI's riskometer classifies The Wealth Company Lrg & MdCp Reg Gr as Very High Risk, which is typical for a Large and Mid Cap Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in The Wealth Company Lrg & MdCp Reg Gr?
You can start a SIP in The Wealth Company Lrg & MdCp Reg Gr from ₹250 per month, and the minimum lumpsum investment is ₹1,000.
Who manages The Wealth Company Lrg & MdCp Reg Gr?
The Wealth Company Lrg & MdCp Reg Gr is managed by Wealth Company Mutual Fund, holds ₹101.76 Cr in assets under management and invests across 50 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Wealth Company Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Large and Mid Cap Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF2F0001560
- Scheme code
- FS0000KUP9
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