
The Wealth Company Large & Mid Cap Fund(G)-Direct Plan
-0.35% 1D
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Buy, Hold or Sell?
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NAV : 16 Sep 2026
₹10.04
Min. SIP amount
₹250
Fund size (AUM)
111 Cr
Expense ratio
0.0%
Launched on
10 Jun 2026
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 16 Sep 2026
₹10.04
Min. SIP amount
₹250
Fund size (AUM)
111 Cr
Expense ratio
0.0%
Launched on
10 Jun 2026
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
31.51%
Mid Cap
38.84%
Small Cap
21.64%
Others
8.01%
Sector Allocation
Healthcare
11.39%
Domestic Equities
10.59%
Finance
10.32%
Capital Goods
9.83%
Automobile & Ancillaries
7.33%
It
5.75%
Bank
5.60%
Chemicals
4.98%
Others
34.22%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 120D, Nil after 120D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Aparna Shanker
Present
Chinmay Sathe
Present
Similar/Peer Fund Comparison
Quant Large & Mid Cap Fund(G)-Direct Plan
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Bank of India Large & Mid Cap Fund(G)-Direct Plan
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Axis Large & Mid Cap Fund(G)-Direct Plan
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FAQs
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