The Wealth Company Large & Mid Cap Fund Direct-Growth
Value Research Rating
Our Opinion
Riskometer
Very High
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of The Wealth Company Large & Mid Cap Fund Direct-Growth
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Other details of The Wealth Company Large & Mid Cap Fund Direct-Growth
Assets
₹-- Cr
Exit Load (Days)
1.00 (120)
Min. Investment (₹)
1,000
Min. Withdrawal (₹)
1
Min. SIP Investment (₹)
250
Min. No of Cheques
12
About The Wealth Company Large & Mid Cap Fund Direct-Growth
The Wealth Company Large & Mid Cap Fund Direct-Growth is a equity mutual fund scheme of The Wealth Company Mutual Fund. Launched on June 10, 2026, it is currently managed by Umesh Sharma and Aparna Shanker. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.
The Wealth Company Large & Mid Cap Fund - Direct Plan is mandated to invest at least 35 per cent of its assets each in large-cap and mid-cap stocks. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹250.
Suitability
Large & MidCap funds are suitable for investors:
- Seeking exposure in large and mid-cap stocks for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
Note:
- Invest only through SIP
FAQ for The Wealth Company Large & Mid Cap Fund Direct-Growth
How to Invest in The Wealth Company Large & Mid Cap Fund Direct-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of The Wealth Company Large & Mid Cap Fund Direct-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, The Wealth Company Large & Mid Cap Fund Direct-Growth can be bought from the The Wealth Company Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the return of The Wealth Company Large & Mid Cap Fund Direct-Growth in the last 5 years?
Over the past five years, The Wealth Company Large & Mid Cap Fund Direct-Growth has delivered an annualised return of % as of 31-May-2026.
What is the minimum investment required in The Wealth Company Large & Mid Cap Fund Direct-Growth?
The minimum investment required to start investing in The Wealth Company Large & Mid Cap Fund Direct-Growth is ₹1,000 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.
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