The Wealth Company Mid Cap Fund

The Wealth Company Mid Cap Fund

Get the latest NAV of The Wealth Company 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.

₹10.00

NAV as on 24 Jul 2026

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Mahindra Manulife Mid Cap Fund
1/25
5,076Cr
0.42%
9.9%
22.48%
3.65
0.94
0.96
1.55
1.12
HDFC Mid Cap Fund
2/25
1,00,858Cr
0.74%
5.11%
19.82%
2.31
0.83
0.89
1.35
0.12
Nippon India Growth Mid Cap Fund Mid Cap
3/25
49,169Cr
0.62%
7.37%
21.94%
2.75
0.97
0.90
1.45
0.75
Edelweiss Mid Cap Fund
4/25
17,748Cr
0.72%
7.11%
23.72%
3.97
0.94
0.96
1.53
0.84

The Wealth Company Mid Cap Fund Overview

NAV Price₹ 10
Launch Date15 July 2026
End Date29 July 2026
Allotment Date06 August 2026
Exit Load
1.0%
Benchmark
Nifty Midcap 150 TR INR
Min Lumpsum/SIP₹1,000/₹250
Risk
Risk meter
pointer
Very High Risk

About The Wealth Company Mid Cap Fund

The Wealth Company Mid Cap Fund is an equity new fund offer (NFO) launched by Wealth Company Asset Management Holdings Private Limited. The investors can apply to the NFO from 15 July 2026 to 29 July 2026. As per the SEBI defined riskometer, the The Wealth Company Mid Cap Fund is rated Very High Risk.

The Wealth Company Mid Cap Fund has defined its benchmark as Nifty Midcap 150 TR INR.

Fund Manager

Saloni Kapadia

Fund Manager of The Wealth Company Mid Cap Fund, since 6 August 2026

Aparna Shanker

Fund Manager of The Wealth Company Mid Cap Fund, since 6 August 2026

Learn more about Mutual Fund

Frequently Asked Questions for The Wealth Company Mid Cap Fund

What is the start date of The Wealth Company Mid Cap Fund NFO (new fund offer)?

The Wealth Company Mid Cap Fund NFO (new fund offer) start date: 2026-07-15.

What is the close date of The Wealth Company Mid Cap Fund NFO (new fund offer)?

The Wealth Company Mid Cap Fund NFO (new fund offer) close date: 2026-07-29.

What is the unit value (NAV) The Wealth Company Mid Cap Fund NFO (new fund offer)?

The Wealth Company Mid Cap Fund NFO (new fund offer) NAV: Rs. ₹10.

Who is the fund manager of The Wealth Company Mid Cap Fund as per NFO filings?

Saloni Kapadia ,Aparna Shanker is the Fund Manager of The Wealth Company Mid Cap Fund as per NFO filings?

What is the allotment date of the The Wealth Company Mid Cap Fund NFO (new fund offer)?

The Wealth Company Mid Cap Fund NFO (new fund offer) allotment date: 2026-08-06