The Wealth Company Mid Cap IDCW-R
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
The Clearing Corporation Of India Ltd. 01-Oct-2026Utilities10.33%
Indian Hotels Co LtdConsumers6.02%
GE Vernova T&D India LtdCapital Goods4.88%
Dixon Technologies (India) LtdTechnology4.79%
Dr Reddy's Laboratories LtdServices4.29%
HDFC Bank LtdFinancial Services4.11%
Balkrishna Industries LtdConsumers3.68%
ITC Hotels LtdConsumers3.64%
Swiggy LtdConsumers3.63%
ICICI Life Insurance LtdFinancial Services3.09%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.47%
Regulatory & Tax Information
INF2F0001644
ISINDailyDealing Frequency
Nifty Midcap 150 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)