Compare Mutual Funds
The Wealth Company Large & Mid Cap Fund
EquityLarge & MidCap
Select a Mutual Fund
Risk
Very High
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Rating
-
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Min SIP Amount
₹250
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Expense Ratio
4.05
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NAV
₹9.97
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Fund Started
21 May 2026
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Fund Size
₹108.73 Cr
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Exit Load
Exit load of 1%, if redeemed within 120 days.
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1 Year
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3 Year
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5 Year
-
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Equity
98.95%
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Cash
1.05%
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Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 3.69% |
Radico Khaitan Ltd. | 3.45% |
Billionbrains Garage Ventures Ltd. | 2.90% |
Aditya Infotech Ltd. | 2.73% |
Nippon Life India Asset Management Ltd. | 2.65% |
Bajaj Finance Ltd. | 2.56% |
Siemens Ltd. | 2.42% |
DLF Ltd. | 2.39% |
Info Edge (India) Ltd. | 2.36% |
Dr. Lal Pathlabs Ltd. | 2.35% |
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Name
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Start Date
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Description
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies.
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Launch Date
21 May 2026
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