August 20, 2026
mayank
The Wealth Company Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.93 |
| NAV IDCW (Rs.) | 9.93 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 250 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 0 Cr |
| (As on ) | |
| Expense | –% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -0.69% |
Suitable For Which Investors?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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.
Fund Manager:
1) Aparna Shanker
Education: MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Experience: Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
2) Chinmay Sathe
Education: B.E, PGDM
Experience: Prior to joining the The Wealth Company MF, he was associated with Bajaj Allianz Life, L&T Mutual Fund, DSP Merrill Lynch and UTI Mutual Fund.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 250 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 180 days |
Basic Details of The Wealth Company Mid Cap Fund
| Fund House | The Wealth Company Mutual Fund |
| Launch Date | 04-Aug-26 |
| Return Since Launch | -0.69% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs — Cr |
| (As on ) | |
| Base Expense Ratio | –% |
| (As on ) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
The Wealth Company Mid Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| The Wealth Company Mid Cap Dir | — | -0.37 | — | — | — | — | — | — | — | — |
| BSE 150 MidCap TRI | — | 0.19 | — | — | — | — | — | — | — | — |
| Equity: Mid Cap | — | -0.16 | — | — | — | — | — | — | — | — |
| Rank within category | — | 36 | — | — | — | — | — | — | — | — |
| Number of funds in category | 50 | 54 | 53 | 53 | 51 | 45 | 37 | 28 | 23 | 19 |
Peer Comparison of The Wealth Company Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| HDFC Mid Cap Dir | 5 out of 5 stars | 10.74 | 20.20 | 20.83 | 0.61 | 1,05,143 | 20.38 | 1.00 (365) | 13Y 7M | 2.59 |
| Nippon India Growth Mid Cap Dir | 5 out of 5 stars | 11.10 | 21.76 | 20.10 | 0.58 | 50,751 | 18.37 | 1.00 (30) | 13Y 7M | 12.00 |
| Edelweiss Mid Cap Dir | 5 out of 5 stars | 10.85 | 23.88 | 20.26 | 0.41 | 18,693 | 21.45 | 1.00 (90) | 13Y 7M | 40.00 |
| HSBC Midcap Dir | 4 out of 5 stars | 22.57 | 26.31 | 19.94 | 0.54 | 15,578 | 20.41 | 1.00 (365) | 13Y 7M | 129.00 |
| Invesco India Mid cap Dir | 4 out of 5 stars | 11.20 | 26.10 | 21.34 | 0.48 | 14,721 | 21.18 | 1.00 (365) | 13Y 7M | 31.00 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://www.wealthcompanyamc.in/our-funds/
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
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