Large & Mid Cap · Equity
The Wealth Company Large & Mid Cap Fund
The Wealth Company Mutual Fund
Benchmark
Nifty LargeMidcap 250 TRIRiskometer
Very HighSize
₹112 crAllotted
10 Jun 2026Holdings as of
Not on recordThe Wealth Company Large & Mid Cap Fund is a large & mid cap fund of The Wealth Company Mutual Fund with ₹112 cr under management. Its direct plan charges 2.03% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has The Wealth Company Large & Mid Cap Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty LargeMidcap 250 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.73% | −3.99% | — |
| 3 months | −2.35% | −5.53% | — |
| 6 months | — | −1.71% | — |
| 1 year | — | −2.77% | — |
| 3 years | — | +10.63% | — |
| 5 years | — | +9.76% | — |
| 10 years | — | +14.03% | — |
| Since start from 12 Jun 2026 | — | — | — |
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | — | — | — | — | — |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app
Value of 100, month-end
Jun 2026 to 14 Oct 2026Fund 99Nifty LargeMidcap 250 TRI 96
₹100 put in at the start of Jun 2026 would be ₹99 on 14 Oct 2026, against ₹96 in the Nifty LargeMidcap 250 TRI.
What does The Wealth Company Large & Mid Cap Fund cost?
2.03% a year on the direct plan, 4.05% on the regular plan; 32 of 36 funds in its category charge less.
Direct plan
2.03% a year
Category median 1.07%
Regular plan
4.05% a year
Category median 2.29%
Gap
2.02 points
for the same holdings
32 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Large & Mid Cap Fund
Who manages The Wealth Company Large & Mid Cap Fund?
Aparna Shanker, since None; Chinmay Sathe, since None.
Aparna Shanker
None years
since None
Chinmay Sathe
None years
since None
Benchmark as filedNIFTY Large Midcap 250 TRI
Exit load
1% - If redeemed/switched out within 120 days from the date of allotment. Nil - if redeemed/switched out after 120 days from the date of allotment
From 1 Scheme Summary Documents filed with NSE, first on 14 Jul 2026; as on 14 Jul 2026
What does The Wealth Company Large & Mid Cap Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.
Questions people ask
Who manages The Wealth Company Large & Mid Cap Fund?
Aparna Shanker (manager) since None; Chinmay Sathe (manager) since None.
What is the expense ratio of The Wealth Company Large & Mid Cap Fund?
2.03% a year on the direct plan and 4.05% on the regular plan (expense report, Oct 2026).
Inside the app
See The Wealth Company Large & Mid Cap Fund beside your own funds in Valarth
