### About The Wealth Company Mid Cap Fund

The Wealth Company Mid Cap Fund is an open-ended equity scheme that predominantly invests in mid-cap companies with the objective of generating long-term capital appreciation.

The fund aims to identify businesses that are in the expansion phase of their lifecycle and have the potential to become future market leaders. Mid-cap companies generally offer faster earnings growth than mature large-cap companies, although they also carry higher business and market risks.

The scheme will actively manage the portfolio with a bottom-up stock selection approach while maintaining adequate diversification across sectors.

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### Investment Objective

The scheme seeks to generate long-term capital appreciation by predominantly investing in equity and equity-related securities of mid-cap companies.

There is no assurance that the investment objective will be achieved.

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### Benchmark Explained

Benchmark: NIFTY Midcap 150 TRI

The NIFTY Midcap 150 TRI represents 150 leading mid-sized listed companies across multiple sectors of the Indian economy. Unlike the Price Index, the Total Return Index (TRI) also includes dividend income, making it a more appropriate benchmark for mutual funds.

The benchmark provides diversified exposure to India’s mid-sized businesses that often grow faster than established large-cap companies.

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### Benchmark Performance

Historically, the NIFTY Midcap 150 TRI has outperformed broader large-cap indices over long investment horizons. However, it has also experienced significantly deeper corrections during bear markets due to higher volatility.

Mid-cap stocks generally benefit from India’s economic expansion, rising domestic consumption, manufacturing growth and formalisation of the economy. Investors should nevertheless expect periods of sharp price fluctuations.

Sahifund Interpretation: The benchmark is well suited for investors with a long investment horizon. While returns can be rewarding over time, patience and disciplined investing through SIPs are essential to navigate market volatility.

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### Fund Managers

Aparna Shanker

• MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
• More than two decades of experience.
• Previously associated with SBI Mutual Fund, UTI Mutual Fund, Birla Global Finance and Sahara Mutual Fund.

Saloni Kapadia

• PGDBM from S.P. Jain Institute of Management & Research.
• CFA Charterholder.
• Previously associated with Aviva Life Insurance, Phillip Capital and State Bank of India.

Sahifund Interpretation

The fund management team brings strong institutional experience across equity research, portfolio management and capital markets. Aparna Shanker has handled equity investing through multiple market cycles, while Saloni Kapadia adds research depth backed by CFA credentials.

Although this is a new fund without a track record, the experience of the fund managers enhances confidence in the investment process. Ultimately, long-term performance will depend on their ability to consistently identify quality mid-cap businesses and manage portfolio risk.

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### Risk Factors

• Mid-cap stocks are inherently more volatile.
• No historical performance track record.
• Market corrections can be deeper than large-cap funds.
• Stock selection risk.
• Liquidity risk during market downturns.

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### NFO Positives

• Dedicated exposure to India’s high-growth mid-cap segment.
• Managed by experienced investment professionals.
• Suitable for long-term wealth creation.
• Diversified portfolio of emerging companies.
• Low minimum investment of Rs.1,000.

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### NFO Negatives

• Very High Risk category.
• No historical performance record.
• Mid-cap funds witness larger drawdowns.
• Requires long investment horizon.
• Returns depend entirely on fund manager’s stock selection.

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### Similar Funds

• Nippon India Growth Fund
• HDFC Mid-Cap Opportunities Fund
• Kotak Emerging Equity Fund
• SBI Magnum Midcap Fund
• Motilal Oswal Midcap Fund

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### Final Sahifund Verdict

The Wealth Company Mid Cap Fund enters one of the most attractive long-term equity categories at a time when India’s structural growth story continues to support the mid-cap segment. The combination of an experienced fund management team, a diversified benchmark and the potential for long-term capital appreciation makes this NFO worth considering.

However, investors should remember that this is a new scheme with no performance history. Mid-cap investing requires patience, discipline and the ability to withstand periods of significant volatility.

For investors with a 7–10 year investment horizon, preferably through SIPs, this NFO can be considered as a satellite allocation within a diversified equity portfolio rather than a standalone investment.

Sahifund Rating: ★★★★☆ (4/5)

Recommendation: Invest through SIP for long-term wealth creation. Avoid lump-sum investments if markets remain highly volatile.

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### Related NFO Reviews

• TRUSTMF Large & Mid Cap Fund
• Baroda BNP Paribas Services Fund
• Kotak Nifty Private Bank ETF
• Mirae Asset BSE Midcap 150 Momentum 30 ETF

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