The Wealth Company Mid Cap Fund
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.
Growthvine rating: 1/5 — ranked #34 of 34 in category.
Fund basics
| Category | Equity: Mid Cap |
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| NAV | ₹9.68 (as of 2026-09-17) |
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| AUM | ₹0 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Aparna Shanker |
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| Exit load | 1% for redemption within 180 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | 0.00% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 6.7% |
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| Mid cap | 75.9% |
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| Small cap | 17.4% |
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Concentration
| Top 5 holdings | 24.2% |
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| Top 10 holdings | 41.3% |
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| Total holdings | 47 |
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| Index overlap | 19.4% |
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| Active share | 80.6% |
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Top holdings
- The Clearing Corporation of India Ltd. — 6.9%
- Indian Hotels Co. Ltd — 6.2%
- GE Vernova T&D India Limited — 5.2%
- JSW Infrastructure Limited — 5.0%
- HDFC Bank Ltd. — 4.2%
- Dr. Reddys Laboratories Ltd. — 3.7%
- SWIGGY LIMITED — 3.6%
- ICICI Prudential Life Insurance Company Limited — 3.6%
- Meesho Limited — 3.6%
- ITC Hotels Limited — 3.4%
Top sectors
- SERVICES — 11.3%
- Retail — 10.3%
- Automobile — 9.8%
Calendar-year track record
No calendar-year history.