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The Wealth Company Large & Mid Cap Fund Direct Growth
The Wealth Company Mutual Fund · Equity · Large & MidCap
₹10.21
AUM: —
NAV updated about 1 hour ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
4.52%
Exit Load
Exit load of 1%, if redeemed within 120 days.
Fund Manager
Umesh Sharma
Inception
Jun 2026
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
—
Std Dev (1Y)
—
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
—
3m
—
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+2.42%
rate_review TopFund's Take on The Wealth Company Large & Mid Cap Fund Direct Growth
The Wealth Company Large & Mid Cap Fund Direct Growth is a Large & MidCap fund from The Wealth Company Mutual Fund.
Cost: At 4.52%, the expense ratio runs 804% above the Large & MidCap category average of 0.5%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Risk-adjusted return metrics (Sharpe ratio, standard deviation) require at least a year of NAV history and aren't available yet for this fund.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
Sector allocation not available yet.
pie_chart Asset Allocation
Asset allocation not available yet.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about The Wealth Company Large & Mid Cap Fund Direct Growth
The current NAV (Net Asset Value) of The Wealth Company Large & Mid Cap Fund Direct Growth is ₹10.21. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 4.52% per annum — the annual fee deducted from your investment to cover fund management costs.
The Wealth Company Large & Mid Cap Fund Direct Growth is managed by Umesh Sharma at The Wealth Company Mutual Fund.
The Wealth Company Large & Mid Cap Fund Direct Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, The Wealth Company Large & Mid Cap Fund Direct Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.