{"id":254029,"date":"2026-09-17T16:55:15","date_gmt":"2026-09-17T11:25:15","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T16:55:15","modified_gmt":"2026-09-17T11:25:15","slug":"the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/","title":{"rendered":"The Wealth Company Large &#038; Mid Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/the-wealth-company-large-mid-cap-fund-g-direct-plan\">The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b910.0443 as of 16 Sep 2026 and an AUM of \u20b9111 Cr. Its 1-year, 3-year and 5-year returns are 0%, 0% and 0%, and the scheme sits in the High Risk bucket.<\/p>\n<p>Our view is that this is still an early-stage equity fund, so the current read is driven more by its portfolio mix and short operating history than by a long performance record. The fund may suit investors who can accept sharp fluctuations and want a large-and-mid-cap mandate with a fairly diversified 51-holding portfolio.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_The_Wealth_Company_Large_Mid_Cap\" title=\"Should you BUY or HOLD The Wealth Company Large &#038; Mid Cap?\">Should you BUY or HOLD The Wealth Company Large &#038; Mid Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_The_Wealth_Company_Large_Mid_Cap_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan?\">What is the current NAV of The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#What_are_the_funds_recent_returns\" title=\"What are the fund\u2019s recent returns?\">What are the fund\u2019s recent returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#How_has_it_done_against_the_benchmark\" title=\"How has it done against the benchmark?\">How has it done against the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds\" title=\"How does it compare with peer funds?\">How does it compare with peer funds?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/the-wealth-company-large-and-mid-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b910.0443 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9111 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.0%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>10 Jun 2026<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9250<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Mid Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 120D, Nil after 120D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Aparna Shanker, Chinmay Sathe<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Aparna Shanker and Chinmay Sathe.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-4.35%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-0.7%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>In the most recent month, the fund was slightly less weak than the benchmark, but both declined. That tells us the near-term backdrop has been difficult rather than outright broken, with the fund giving back most of the small gains it had briefly built over the earlier part of the month.<\/p>\n<p>Over three months, the fund was down less than the benchmark, which suggests some relative resilience in a choppy market. The path was not smooth, though: the fund spent much of the period around a narrow band of gains before ending lower, so the pattern still looks volatile and early in its life cycle.<\/p>\n<p>Longer-horizon figures are not available yet, so we do not have a mature track record to judge compounding through a full market cycle. For now, the right way to read this fund is as a high-risk equity offering whose recent behaviour has been less weak than the benchmark on a three-month view, but still negative in the short run.<\/p>\n<p>Because the scheme launched only in June 2026, we would treat the present numbers as an initial sign rather than a settled performance profile. The main question is not whether it has built a long record, but whether the portfolio can translate its current mix into steadier compounding once the fund seasonings lengthen.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_The_Wealth_Company_Large_Mid_Cap\"><\/span>Should you BUY or HOLD The Wealth Company Large &#038; Mid Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding The Wealth Company Large &#038; Mid Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/the-wealth-company-large-mid-cap-fund-g-direct-plan\">The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-and-mid-cap-fund-g-direct-plan\">Quant Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.52%<\/td>\n<td>13.52%<\/td>\n<td>15.17%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-large-and-mid-cap-fund-g-direct-plan\">HSBC Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.21%<\/td>\n<td>16.82%<\/td>\n<td>13.91%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sundaram-large-and-mid-cap-fund-g-direct-plan\">Sundaram Large and Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>6.45%<\/td>\n<td>13.51%<\/td>\n<td>11.52%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-large-and-midcap-fund-g-direct-plan\">Motilal Oswal Large &amp; Midcap Fund Direct Growth Plan<\/a><\/td>\n<td>6.16%<\/td>\n<td>21.07%<\/td>\n<td>18%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-and-mid-cap-fund-g-direct-plan\">Bank of India Large &amp; Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>5.73%<\/td>\n<td>12.75%<\/td>\n<td>11.41%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the available peer numbers, the fund has no trailing performance history to compare yet, while the listed peers all show positive one-year and longer-horizon figures. That makes the comparison one-sided for now: the peers provide a mature reference point, but this scheme is still too new to place on the same long-term footing.<\/p>\n<p>Among the peers with available data, the strongest longer-term figures belong to funds that have already navigated multiple market phases, while this scheme remains in its launch stage. The key distinction is that the current fund\u2019s short-term profile is being judged against peers with fully established records, so its immediate comparison tells us more about relative freshness than about proven compounding.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Net Receivable\/Payable<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>4.03%<\/td>\n<\/tr>\n<tr>\n<td>Radico Khaitan Limited<\/td>\n<td>Alcohol<\/td>\n<td>3.86%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.56%<\/td>\n<\/tr>\n<tr>\n<td>Billionbrains Garage Ventures Ltd.<\/td>\n<td>Domestic Equities<\/td>\n<td>2.85%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of India Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.72%<\/td>\n<\/tr>\n<tr>\n<td>Nippon Life India Asset Management Ltd<\/td>\n<td>Finance<\/td>\n<td>2.63%<\/td>\n<\/tr>\n<tr>\n<td>Swiggy Limited<\/td>\n<td>Retailing<\/td>\n<td>2.53%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Auto Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.5%<\/td>\n<\/tr>\n<tr>\n<td>Aditya Infotech Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>2.47%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Limited<\/td>\n<td>Finance<\/td>\n<td>2.47%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 29.62% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/the-wealth-company-large-mid-cap-fund-g-direct-plan\">The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest disclosed position is the net receivable\/payable line at 4.03%, which is only modestly higher than the next few holdings. The step-down from the first holding to the tenth is gradual rather than steep, with the tenth position still at 2.47%, so the visible book does not look tightly concentrated around a single idea.<\/p>\n<p>The combined weight of the displayed top 10 holdings is 29.62%, which suggests the rest of the portfolio is spread across a fairly long tail of additional positions. With 51 disclosed holdings in total, the fund may be trying to balance specific stock bets with diversification, even though individual holdings such as Radico Khaitan, ICICI Bank and Bajaj Finance could still matter meaningfully in day-to-day movement.<\/p>\n<p>That mix can work in different ways: a handful of positions may influence returns, but the presence of many holdings could soften the impact of any one stock. For an investor, the more important takeaway is that the portfolio looks broad enough to avoid extreme concentration, while still carrying enough equity exposure that stock selection could shape outcomes.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors who are comfortable with High Risk and can stay invested for a long enough period to let a young equity scheme settle. The short record means the current return pattern is not yet a full-cycle story, so patience matters more here than with an established fund.<\/p>\n<p>It may appeal to someone who wants a large-and-mid-cap allocation with a spread of holdings rather than a very narrow bet, and who is willing to accept short-term swings in return for the possibility of stronger compounding later. The main trade-off is simple: you get early access to a diversified equity portfolio, but you give up the comfort of a long performance history.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> 1% on or before 120D, Nil after 120D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_The_Wealth_Company_Large_Mid_Cap_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.0443 as of 16 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_recent_returns\"><\/span>What are the fund\u2019s recent returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year, 3-year and 5-year returns are all shown as data not available because the scheme is still very new. The recent 1-month return is -4.35% and the 3-month return is -0.7%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_it_done_against_the_benchmark\"><\/span>How has it done against the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>In 1 month, the fund fell 4.35% versus -4.41% for the benchmark, so it was slightly less weak. Over 3 months, the fund at -0.7% was ahead of the benchmark at -3.6%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds\"><\/span>How does it compare with peer funds?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>On the available peer numbers, the listed peers all have positive 1-year, 3-year and 5-year returns, while this fund does not yet have a long enough track record for those periods. The comparison is therefore more about maturity of record than about a settled long-term edge.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9250.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Aparna Shanker and Chinmay Sathe. The exit load is 1% on or before 120 days and nil after 120 days.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The fund\u2019s recent numbers are still too short to judge as a mature track record, and its longer-horizon returns are not yet available. What we can see is a high-risk equity scheme that has held up a little better than the benchmark over the recent 3-month window, while still posting negative short-term performance. Its portfolio is spread across 51 holdings, with the top 10 accounting for 29.62%, which points to breadth rather than extreme concentration. That makes it more suitable for investors who can tolerate uncertainty and wait for the strategy to build a fuller record.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 4:54 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"The Wealth Company Large & Mid Cap Fund Direct Growth Plan\",\"identifier\":\"the-wealth-company-large-mid-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"10 Jun 2026\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.0443,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"111 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.0\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Mid Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Aparna Shanker, Chinmay Sathe\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of The Wealth Company Large & Mid Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.0443 as of 16 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year, 3-year and 5-year returns are all shown as data not available because the scheme is still very new. The recent 1-month return is -4.35% and the 3-month return is -0.7%.\"}},{\"@type\":\"Question\",\"name\":\"How has it done against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"In 1 month, the fund fell 4.35% versus -4.41% for the benchmark, so it was slightly less weak. Over 3 months, the fund at -0.7% was ahead of the benchmark at -3.6%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"On the available peer numbers, the listed peers all have positive 1-year, 3-year and 5-year returns, while this fund does not yet have a long enough track record for those periods. The comparison is therefore more about maturity of record than about a settled long-term edge.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9250.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Aparna Shanker and Chinmay Sathe. The exit load is 1% on or before 120 days and nil after 120 days.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Wealth Company Large &#038; Mid Cap Fund Direct Growth Plan has a NAV of \u20b910.0443 as of 16 Sep 2026, an AUM of \u20b9111 Cr, and a High Risk profile. Its recent returns are negative, with a 1-month return of -4.35% and a 3-month return of -0.7%, while long-horizon returns are not yet available.<\/p>\n","protected":false},"author":38,"featured_media":254026,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-254029","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["254026"],"rank_math_title":["The Wealth Company Large &amp; Mid Cap Fund Review 2026"],"rank_math_description":["The Wealth Company Large &amp; Mid Cap Fund Direct Growth Plan review: NAV \u20b910.0443, 1M -4.35%, 3M -0.7%, High Risk."],"rank_math_focus_keyword":["The Wealth Company Large & Mid Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/The_Wealth_Company_Large_Mid_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254029","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=254029"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254029\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/254026"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=254029"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=254029"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=254029"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}