The Wealth Company Mid Cap Fund Direct-Growth

Fund Card

Value Research Rating

Unrated

Riskometer

Very High

Value Research Opinion

New Fund

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Returns

Calculate SIP Returns of The Wealth Company Mid Cap Fund Direct-Growth

Upfront Investment

Monthly SIP Amount

Investment Duration

More Details about Returns

Risk

This fund has Very High risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

More Details about Risk

Portfolio of The Wealth Company Mid Cap Fund Direct-Growth

Asset Allocation

Market Cap Weightage

Portfolio Breakdown

Other details of The Wealth Company Mid Cap Fund Direct-Growth

Assets

₹-- Cr

Exit Load (Days)

1.00 (180)

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

Min. SIP Investment (₹)

250

Min. No of Cheques

More Details

About The Wealth Company Mid Cap Fund Direct-Growth

The Wealth Company Mid Cap Fund Direct-Growth is a equity mutual fund scheme of The Wealth Company Mutual Fund. Launched on August 04, 2026, it is currently managed by Aparna Shanker and Saloni Kapadia. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

The Wealth Company Mid Cap Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹250.

Suitability

Mid-cap funds are suitable for investors:

Seeking exposure in mid-cap stocks for high returns
Aiming for long-term wealth creation
With a 7+ year investment horizon
Who can withstand interim sharp declines in investment value

Note:

Invest only through SIP

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FAQ for The Wealth Company Mid Cap Fund Direct-Growth

How to Invest in The Wealth Company Mid Cap Fund Direct-Growth?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of The Wealth Company 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 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 Mid Cap Fund Direct-Growth in the last 5 years?

Over the past five years, The Wealth Company Mid Cap Fund Direct-Growth has delivered an annualised return of % as of 15-Jul-2026.

What is the minimum investment required in The Wealth Company Mid Cap Fund Direct-Growth?

The minimum investment required to start investing in The Wealth Company Mid Cap Fund Direct-Growth is ₹1,000 for the lump sum option and ₹250 for the SIP (Systematic Investment Plan) option.