EQUITY•LARGE & MID CAP FUND
the Wealth Company Large and Mid Cap Fund
3 Year return
0.00%
NAV on August 11, 2026
10.5606
1D Returns
+0.05%
Launched on May 2026(0 years)
Investment Details
₹250
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹100
Gain
0%₹0
Total Value ₹0
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹93.61 Cr.
Expense Ratio
4.52% (inclusive of GST)
Exit Load
1.00% - if Units are redeemed/switched-out within 120 days from the date of allotment. No Exit Load if Units are redeemed / switched-out after 120 days from the date of allotment.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
The Wealth Company Mutual Fund Manager
AS
Aparna Shanker
Fund Manager since Sep 2025
CS
Chinmay Sathe
Fund Manager since Aug 2026
US
Umesh Sharma
Fund Manager since May 2026
Fund House Details
The Wealth Company Mutual Fund
Asset management company
AUM
₹1,311.48 Cr.
No. of Schemes
30
Setup Date
2019
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Large and Midcap Fund | 23.7288% | 0 |
| Invesco India Large and Mid Cap Fund | 24.8667% | 3 |
| ICICI Prudential Large and Mid Cap Fund | 18.0134% | 3 |
Schemes by The Wealth Company Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Dynamic Asset Allocation or Balanced Advantage
the Wealth Company Balanced Advantage Fund Direct Growth0%
Hybrid . Dynamic Asset Allocation or Balanced Advantage
the Wealth Company Balanced Advantage Fund Direct IDCW Payout0%
Key Features of The Fund
5-year return
0%
Expense Ratio
4.52%
Fund Manager
Aparna Shanker
Fund Size
₹93.61 Cr.
Risk Profile
Very High
AMC Contact Details
| Name | The Wealth Company Mutual Fund |
| Launch Date | N/A |
| Address | N/A |
| Contact | N/A |
| N/A | |
| Website | N/A |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of the Wealth Company Large and Mid Cap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of the Wealth Company Large and Mid Cap Fund on August 11, 2026, is ₹10.5606
What is the AUM of the Wealth Company Large and Mid Cap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of the Wealth Company Large and Mid Cap Fund, is ₹93.61 crore.
What is the expense ratio of the Wealth Company Large and Mid Cap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of the Wealth Company Large and Mid Cap Fund is 4.52%
What are the returns of the Wealth Company Large and Mid Cap Fund since inception?
The the Wealth Company Large and Mid Cap Fund was launched on May 21, 2026. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in the Wealth Company Large and Mid Cap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for the Wealth Company Large and Mid Cap Fund is ₹250.
How do I invest in the Wealth Company Large and Mid Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in the Wealth Company Large and Mid Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in the Wealth Company Large and Mid Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in the Wealth Company Large and Mid Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹0 in 3Y at 0% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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