AnandRathi

The Wealth Company Mid Cap Fund - Regular Growth

Last Updated NAV Date: 10 Sep 2026

3 Year Returns

N/A

NAV (₹)

9.7566

1 Day NAV Change

-0.47%

The Wealth Company Mid Cap Fund - Regular Growth is a scheme from The Wealth Company Mutual Fund AMC, launched on 04 Aug 2026 and managing assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹1000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.

No chart data available for this period.

The Wealth Company Mid Cap Fund - Regular Growth Fund Details

Min. SIP Amount₹ 100
Min. Lumpsum Amount₹ 1000
AUMN/A
Expense Ratio2.47%
Lock-in PeriodNo Lock-in Period
Inception Date04 Aug 2026
Fund Age0 Yrs

Exit Load

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment.

Fund’s Investment 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.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

4,12,432

Invested Amount

3,00,000

Est. Returns

1,12,432

Scheme’s Historical Return

1 Month Return-1.62%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

The Wealth Company Mid Cap Fund - Regular Growth Sector Holdings

Last Updated: N/A
SectorsAllocationWeightageValue (in Cr.)
Others
100.00%0

The Wealth Company Mid Cap Fund - Regular Growth Stock Holdings

Last Updated: N/A
NameAllocationWeightageValue (in Cr.)Sector

Fund Manager Details

Over 32 years of experience in the Mutual Fund industry across various domains including 13 years as a Fund Manager at SBI Mutual Fund. She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past. MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB

Risk-O-Meter

Very High Risk

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

Funds Managed

12

Assets Managed

₹ 1,311.48 Cr

Contact Details

https://www.Wealthcompanyamc.in

Registered Address

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

Managing Director

Madhu Lunawat

Chief Executive Officer

Madhu Lunawat

Compliance Officer

Suruchi Wanare

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from The Wealth Company Mid Cap Fund - Regular Growth through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for The Wealth Company Mid Cap Fund - Regular Growth is ₹ 1000 for Lumpsum and ₹ 100 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
The Wealth Company Mid Cap Fund - Regular Growth has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of The Wealth Company Mid Cap Fund - Regular Growth over the past three years is N/A.
The current NAV of The Wealth Company Mid Cap Fund - Regular Growth is 9.7566.
The Expense ratio of The Wealth Company Mid Cap Fund - Regular Growth is 2.47%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the The Wealth Company Mid Cap Fund - Regular Growth fund is N/A. It represents the total assets held and managed by the fund.
The exit load for The Wealth Company Mid Cap Fund - Regular Growth is In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 180 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 180 days from the date of allotment..
The fund managers of the The Wealth Company Mid Cap Fund - Regular Growth are Aparna Shanker, Chinmay Sathe. However, with management's discretion, the fund manager could also change during the tenure.
The Wealth Company Mid Cap Fund - Regular Growth was launched on 04 Aug 2026. Since then, the fund has formed an NAV (Net Asset Value) of 9.7566.

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