Compare The Wealth Company Large & Mid Cap Fund Direct Growth

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Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
The Wealth Company Large & Mid Cap Fund Direct GrowthEquity
Large & MidCap
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The Wealth Company Large & Mid Cap Fund Direct Growth

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1Y

Fund Details

Risk
Very High
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Min SIP Amount
?250
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Expense Ratio
2.50%
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NAV
?10.2 (18-Jun-2026)
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Fund Started
10-Jun-2026
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Fund Size
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Exit Load
Exit load of 1%, if redeemed within 120 days.
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Returns

1Y
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3Y
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5Y
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Pros & Cons

Pros
Found nothing so far.
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Cons
1.Higher expense ratio: 2.5%
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Holding Analysis

Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings

Top 10 Holdings
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Fund Manager

Name
Aparna Shanker
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Education
MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
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Experience
Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
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About Fund

Description
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Launch Date
18 Jul 2025
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Custodian
HDFC Bank
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Registrar & Transfer Agent
KFin Tech
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Home>Mutual Funds>Compare The Wealth Company Large & Mid Cap Fund Direct Growth

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