Mid Cap · Equity
The Wealth Company Mid Cap Fund
The Wealth Company Mutual Fund
Benchmark
Nifty Midcap 150 TRIRiskometer
Very HighSize
₹174 crAllotted
4 Aug 2026Holdings as of
Not on recordThe Wealth Company Mid Cap Fund is a mid cap fund of The Wealth Company Mutual Fund with ₹174 cr under management. Its direct plan charges 2.26% a year.
The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.
Has The Wealth Company Mid Cap Fund beaten its benchmark?
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty Midcap 150 TRI | Ahead |
|---|---|---|---|
| 1 month | −4.10% | −4.48% | — |
| 3 months | — | −5.57% | — |
| 6 months | — | +1.17% | — |
| 1 year | — | +1.66% | — |
| 3 years | — | +13.63% | — |
| 5 years | — | +13.29% | — |
| 10 years | — | +16.21% | — |
| Since start from 6 Aug 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 Mid Cap funds, and how steady the lead is, in the app
Value of 100, month-end
Aug 2026 to 14 Oct 2026Fund 94Nifty Midcap 150 TRI 93
₹100 put in at the start of Aug 2026 would be ₹94 on 14 Oct 2026, against ₹93 in the Nifty Midcap 150 TRI.
What does The Wealth Company Mid Cap Fund cost?
2.26% a year on the direct plan, 4.27% on the regular plan; 32 of 34 funds in its category charge less.
Direct plan
2.26% a year
Category median 0.94%
Regular plan
4.27% a year
Category median 2.01%
Gap
2.01 points
for the same holdings
32 of 34 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Mid Cap Fund
Who manages The Wealth Company Mid Cap Fund?
Chinmay Sathe, since None; Aparna Shanker, since None.
Chinmay Sathe
None years
since None
Aparna Shanker
None years
since None
Benchmark as filedNIFTY Midcap 150 TRI
Exit load
1% - If redeemed/switched out within 180 days from the date of allotment. Nil - if redeemed/switched out after 180 days from the date of allotment
From 1 Scheme Summary Documents filed with NSE, first on 25 Aug 2026; as on 25 Aug 2026
What does The Wealth Company 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 Mid Cap Fund?
Chinmay Sathe (manager) since None; Aparna Shanker (manager) since None.
What is the expense ratio of The Wealth Company Mid Cap Fund?
2.26% a year on the direct plan and 4.27% on the regular plan (expense report, Oct 2026).
Inside the app
See The Wealth Company Mid Cap Fund beside your own funds in Valarth
