Compare The Wealth Company Mid Cap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹250
₹500
Expense Ratio
-
2.3
NAV
-
₹517.54
Fund Started
15 Jul 2026
25 Jun 2004
Fund Size
-
₹15351.91 Cr
Exit Load
Exit load of 1%, if redeemed within 180 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
-
15.71%
3 Year
-
24.54%
5 Year
-
17.76%
Equity
0.00%
98.97%
Cash
0.00%
1.05%
Top 10 Holdings
-
FSN E-Commerce Ventures Ltd. | 4.67% |
The Federal Bank Ltd. | 4.21% |
GE Vernova T&D India Ltd | 3.98% |
Lenskart Solutions Ltd. | 3.84% |
PB Fintech Ltd. | 3.76% |
Piramal Finance Ltd. | 3.66% |
Aditya Infotech Ltd. | 3.54% |
Billionbrains Garage Ventures Ltd. | 3.28% |
Bharat Forge Ltd. | 3.19% |
Meesho Ltd. | 2.87% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.
The scheme seeks to generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
15 Jul 2026
25 Jun 2004
