Compare Mutual Funds
The Wealth Company Large & Mid Cap Fund
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Risk
Very High
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Rating
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Min SIP Amount
₹250
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Expense Ratio
6.54
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NAV
₹10.25
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Fund Started
21 May 2026
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Fund Size
₹93.61 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
93.71%
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Cash
3.98%
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Top 10 Holdings
ICICI Bank Ltd. | 5.19% |
Bajaj Finance Ltd. | 3.01% |
BSE Ltd. | 2.96% |
HDFC Bank Ltd. | 2.81% |
Larsen & Toubro Ltd. | 2.74% |
Billionbrains Garage Ventures Ltd. | 2.70% |
Max Healthcare Institute Ltd. | 2.59% |
Aurobindo Pharma Ltd. | 2.38% |
Balkrishna Industries Ltd. | 2.33% |
Bank Of Baroda | 2.33% |
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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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