The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment | The Wealth Company Large & Mid Cap Fund - Direct Plan NAV Today [0.00], Performance & History

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Equity Large & Mid Cap Direct

Regular

Direct

1 Year Absolute Returns

0.00%

NAV (₹) on

0.00

1 Day NAV Change

0.00%

Risk Level

Very High Risk

Rating

The Wealth Company Large & Mid Cap Fund - Direct Plan is a Equity mutual fund categorized under Diversified, offered by Wealth Company Asset Management Holdings Private Limited. Launched on 21 May ... Read more

NAV History

Fund Details

Min. SIP Amount

₹250

Inception Date

21 May 2026

Min. Lumpsum Amount

₹ 1,000

Fund Age

0 Yrs

AUM

₹ 0 Cr.

Benchmark

Nifty Large Midcap 250 Total Return

Expense Ratio

Scheme Type

Open Ended

Exit Load

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-	-	-	-
Category returns	0.61%	1.16%	10.34%	45.50%

Fund Objective

To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies. There is no assurance or guarantee that the ... Read more

AMC Details

Name

Wealth Company Asset Management Holdings Private Limited

Date of Incorporation

18 Jul 2025

CEO

Ms.Madhu Lunawat

CIO

Mr. Umesh Sharma - Debt, Ms. Aparna Shankar - Equity

Type

Pvt.Sector-Indian

Address

Pantomath Nucleus House, Saki-Vihar Road, Andheri east, Mumbai, Maharashtra, India - 400072

Website

https://www.wealthcompanyamc.in

[email protected]

Top Funds from Equity - Large & Mid Cap

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
HSBC Large & Mid Cap Fund - Direct Plan Largecap Direct	₹22.08	1.13%	32.94%	52.10%	₹4,877	0.79%	Very High
HSBC Large & Mid Cap Fund - Direct Plan Largecap Direct	₹22.08	1.13%	32.94%	52.10%	₹4,877	0.79%	Very High
Bandhan Large & Mid Cap Fund Diversified Regular	₹26.96	-6.12%	31.05%	47.59%	₹16,672	1.67%	Very High
Bandhan Large & Mid Cap Fund Diversified Regular	₹26.96	-6.12%	31.05%	47.59%	₹16,672	1.67%	Very High
Tata Large & Mid Cap Fund - Direct Plan Diversified Direct	₹553.41	-6.56%	30.71%	71.54%	₹7,802	0.71%	Very High
Mahindra Manulife Large & Mid Cap Fund - Direct Plan Largecap Direct	₹21.20	-7.13%	29.50%	43.60%	₹2,688	0.52%	Very High
Mahindra Manulife Large & Mid Cap Fund - Direct Plan Largecap Direct	₹21.20	-7.13%	29.50%	43.60%	₹2,688	0.52%	Very High
Nippon India Vision Large & Mid Cap Fund - Direct Plan Largecap Direct	₹68.28	-6.46%	28.88%	49.63%	₹7,081	1.14%	Very High
Nippon India Vision Large & Mid Cap Fund - Direct Plan Largecap Direct	₹68.28	-6.46%	28.88%	49.63%	₹7,081	1.14%	Very High
HSBC Large & Mid Cap Fund Largecap Regular	₹19.91	-0.14%	28.62%	41.98%	₹4,877	1.88%	Very High

Top Funds from Wealth Company Asset Management Holdings Private Limited

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
The Wealth Company Arbitrage Fund Arbitrage Regular	₹10.35	0.00%	0.00%	0.00%	₹154	0.93%	Low
The Wealth Company Arbitrage Fund - Direct Plan Arbitrage Direct	₹10.40	0.00%	0.00%	0.00%	₹154	0.24%	Low
The Wealth Company Liquid Fund - Direct Plan Liquid Direct	₹1,002.94	0.00%	0.00%	0.00%	₹538	0.09%	Low to Moderate
The Wealth Company Multi Asset Allocation Fund - Direct Plan Hybrid Direct	₹10.72	0.00%	0.00%	0.00%	₹163	0.41%	High
The Wealth Company Multi Asset Allocation Fund - Direct Plan Hybrid Direct	₹10.72	0.00%	0.00%	0.00%	₹163	0.41%	High
The Wealth Company Flexi Cap Fund - Direct Plan Diversified Direct	₹9.83	0.00%	0.00%	0.00%	₹228	0.35%	Very High
The Wealth Company Ethical Fund Sector Regular	₹9.52	0.00%	0.00%	0.00%	₹38	2.32%	Very High
The Wealth Company Ethical Fund - Direct Plan Sector Direct	₹9.61	0.00%	0.00%	0.00%	₹38	0.72%	Very High
The Wealth Company Balanced Advantage Fund Balanced Regular	₹9.78	0.00%	0.00%	0.00%	₹45	2.36%	Very High
The Wealth Company Balanced Advantage Fund Balanced Regular	₹9.78	0.00%	0.00%	0.00%	₹45	2.36%	Very High

FAQs

What are the returns of The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment?

The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment was launched on 21 May 2026. As this is a relatively new fund, historical return data for standard periods (1Y, 3Y, 5Y) is not yet available. Please check back later for updated performance metrics.

What is the risk level of The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment?

The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment?

The minimum lumpsum investment required for The Wealth Company Large & Mid Cap Fund - Direct Plan IDCW-Reinvestment is ₹1,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹250, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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