Compare Mutual Funds
The Wealth Company Mid Cap Fund
EquityMid Cap
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
4.27
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NAV
₹9.38
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Fund Started
15 Jul 2026
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Fund Size
₹172.26 Cr
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Exit Load
Exit load of 1%, if redeemed within 180 days.
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1 Year
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3 Year
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5 Year
-
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Equity
89.47%
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Cash
10.53%
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Top 10 Holdings
Name | Assets |
|---|---|
The Indian Hotels Company Ltd. | 6.02% |
GE Vernova T&D India Ltd | 4.88% |
Dixon Technologies (India) Ltd. | 4.79% |
Dr. Reddy's Laboratories Ltd. | 4.29% |
HDFC Bank Ltd. | 4.11% |
Balkrishna Industries Ltd. | 3.68% |
ITC Hotels Ltd. | 3.64% |
Swiggy Ltd. | 3.63% |
ICICI Prudential Life Insurance Company Ltd. | 3.09% |
360 One Wam Ltd. | 2.69% |
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Name
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Start Date
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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.
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Launch Date
15 Jul 2026
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