Compare The Wealth Company Mid Cap Fund vs Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹250
₹100
Expense Ratio
-
1.88
NAV
-
₹240.76
Fund Started
15 Jul 2026
15 Feb 2007
Fund Size
-
₹13766.86 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
-
8.01%
3 Year
-
24.54%
5 Year
-
19.39%
Equity
0.00%
99.36%
Cash
0.00%
0.64%
Top 10 Holdings
-
Prestige Estates Projects Ltd. | 7.09% |
The Federal Bank Ltd. | 5.58% |
BSE Ltd. | 5.08% |
Meesho Ltd. | 4.47% |
AU Small Finance Bank Ltd. | 4.47% |
Global Health Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.30% |
Interglobe Aviation Ltd. | 4.18% |
Eternal Ltd. | 3.95% |
L&T Finance Ltd. | 3.80% |
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 capital appreciation by investing predominantly in Midcap companies
Launch Date
15 Jul 2026
15 Feb 2007
