The Wealth Company Large & Mid Cap Fund Direct Growth
3Y Annualised
N/A
0.35% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.68%
0.35% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
8 years 11 months
9 years 7 months
Fund info
Fund size
₹101.76 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹1000
Exit load
0%
1.00% - if Units are redeemed/ switched-out within 120 days from the date of allotment. No Exit Load if Units are redeemed / switched-out after 120 days from the date of allotment.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
5th
L&T Large and Midcap Fund Direct Plan Growth Option
30th
The Wealth Company Large & Mid Cap Fund Direct Growth
Fund Managers
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 from Wealth Company Asset Management Holdings Private Limited. This fund has been in existence for 0 years, having been launched on 2026-06-10. The Wealth Company Large & Mid Cap Fund Direct Growth has ₹101.76 Cr worth of assets under management (AUM) as of Fri Sep 04 2026. The latest Net Asset Value (NAV) of The Wealth Company Large & Mid Cap Fund Direct Growth as of Thu Sep 03 2026 is ₹10.5206. The fund has an expense ratio of 0.39%, which is medium comparable to most other Equity funds.
The Wealth Company Large & Mid Cap Fund Direct Growth returns for the last 1 year are NA%. Since launch, it has delivered 5.21% average annual returns.
The The Wealth Company Large & Mid Cap Fund Direct Growth has the majority of its money invested in Financial Services, Consumer Defensive, Consumer Cyclical, Energy, Technology, Industrials sectors.
Top 5 Holdings of The Wealth Company Large & Mid Cap Fund Direct Growth.
- ICICI Bank Ltd: 3.85%
- Radico Khaitan Ltd: 3.80%
- Billionbrains Garage Ventures Ltd: 3.60%
- Bajaj Auto Ltd: 3.17%
- Nippon Life India Asset Management Ltd Ordinary Shares: 2.85%
AMC Information
| Name | Wealth Company Asset Management Holdings Private Limited |
|---|---|
| Founding Date | 2026-06-10 |
| investorcare@wealthcompany.in | |
| Phone | 1800 267 3454 |
| Website | https://www.wealthcompanyamc.in/ |
| Address | Pantomath Nucleus House, Saki Vihar Road,Andheri (E), 400072, Mumbai, Maharashtra |
Tax Implications of The Wealth Company Large & Mid Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
