The Wealth Company Large & Mid Cap Fund
Get the latest NAV of The Wealth Company Large & Mid Cap Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.19
▲0.4%1D
NAV as on 02 Jul 2026
1.92%/per year
Since Inception
▲▼
105 people have invested ₹ 5.2L in The Wealth Company Large & Mid Cap Fund in the last three months
The Wealth Company Large & Mid Cap Fund Performance vs. NIFTY 500
Fund returns vs Benchmark returns vs Category Average returns as on (02-Jul-26)
The fund has outperformed the benchmark (NIFTY 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
The Wealth Company Large & Mid Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
The Wealth Company Large & Mid Cap Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | -- |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | -- |
| Inception Date | 10 June, 2026 |
| Min Lumpsum/SIP | ₹1,000/₹250 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About The Wealth Company Large & Mid Cap Fund
The Wealth Company Large & Mid Cap Fund is an equity fund. This fund was started on 10 June, 2026. The fund is managed by Umesh Sharma, Aparna Shanker. The fund could potentially beat inflation in the long-run.
Key Parameters
- The Wealth Company Large & Mid Cap Fund has ₹0 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
- The fund has an expense ratio 0.
Returns
The Wealth Company Large & Mid Cap Fund has given a CAGR return of 1.92% since inception.
Holdings
The Wealth Company Large & Mid Cap Fund has allocated its funds majorly in . Its top holdings are
Taxation
As it is a large & mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of The Wealth Company Large & Mid Cap Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 250.00. The Wealth Company Large & Mid Cap Fund has no lock in period.
Fund Manager
Umesh Sharma
Fund Manager of The Wealth Company Large & Mid Cap Fund, since 10 June 2026
Aparna Shanker
Fund Manager of The Wealth Company Large & Mid Cap Fund, since 10 June 2026
Frequently Asked Questions for The Wealth Company Large & Mid Cap Fund
How do I invest in The Wealth Company Large & Mid Cap Fund?
- Download the INDmoney app.
- Search for ‘The Wealth Company Large & Mid Cap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.