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Mutual FundsThe Wealth Company Mid Cap Fund Direct - Growth
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The Wealth Company Mid Cap Fund Direct - Growth

EquityMid Cap Fund
0.00%profitReturns

as on 04 Aug 2026

Overview
Direct vs Regular
Returns Comparison
Historical Data
Holdings
Fund Details
AMC Details
FAQs
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The Wealth Company Mid Cap Fund Direct - Growth is a Equity mutual fund scheme launched on undefined NA NA. Investors can begin their investment journey with a minimum SIP of ₹250 or a lumpsum investment of ₹1,000.

Direct vs Regular Returns

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Returns vs Category

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*The above returns are absolute

Returns Vs Nifty 50

Historical Returns

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SIP Logo

Start SIP with as Low as ₹100.

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Historical NAV

10 Days
1 Month
3 Months
6 Months
1 Year
3 Years
5 Years
No data

Sorry, No Data Available at this Moment!

Asset Allocation

AUM

₹ 0.00 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-

Sector Holdings

No data

Sorry, No Data Available at this Moment!

Stock Holdings

No data

Sorry, No Data Available at this Moment!

Fund Comparison

Fund Details

52W High NAV

₹ NaN

Min. SIP Amount

₹ 250.00

Min. Lumpsum Amount

₹ 1,000.00

AUM (in Cr.)

₹ 0.00

Expense Ratio

0.00%

Lock-in Period

No Lock in Period

52W Low NAV

₹ NaN

Inception Date

NA

Fund Age

-

Benchmark

Nifty Midcap 150 TRI

Scheme Type

Open Ended

Stamp Duty

0.005% (from July 1st 2020)

Exit Load

  • Exit load of 1%, if redeemed within 180 days.

Tax Implication

  • If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%

Fund Managers

NameQualification
Aparna Shanker
MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Saloni Kapadia
She holds a PGDBM from S.P. Jain Institute of Management & Research, Mumbai, and is a CFA from the CFA Institute, USA.

Fund Objective

To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. There is no assurance that the investment objective of the Scheme will be achieved.

Risk-O-Meter

Investors understand that their principal will be at

Very High Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High

AMC Information

The Wealth Company Mutual Fund

No. of Schemes

10

Total AUM

₹ 1,405.92 Cr

Contact Details

globewww.Wealthcompanyamc.in
phone022-65786200
twitter@
address

Pantomath Nucleus HouseSaki-Vihar Road, Andheri east,mumbai-400072

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FAQs

The Wealth Company Mid Cap Fund was launched on undefined NA NA.
The current NAV of The Wealth Company Mid Cap Fund is ₹10.0000 as of 04 Aug 2026.
The latest value of AUM of The Wealth Company Mid Cap Fund is ₹0.00 crores as of 04 Aug 2026.
The return on investment of The Wealth Company Mid Cap Fund is:
  • In the past 1Y: 0.00%
  • In the past 3Y: 0.00%
  • In the past 5Y: 0.00%
The expense ratio of The Wealth Company Mid Cap Fund is 0.00%.
The exit load of The Wealth Company Mid Cap Fund is as follows:
Exit load of 1%, if redeemed within 180 days.
The portfolio of The Wealth Company Mid Cap Fund includes:
No Data

No data to show right now!


Top 3 sectoral holdings include:
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of The Wealth Company Mid Cap Fund is Very High.
The fund manager of The Wealth Company Mid Cap Fund is Aparna Shanker, Saloni Kapadia.
If you wish to invest in The Wealth Company Mid Cap Fund, the minimum SIP amount is ₹250 and Lumpsum is ₹1,000.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in The Wealth Company Mid Cap Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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The Wealth Company Mid Cap Fund

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