The Wealth Company Mid Cap
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Maximum Drawdown-20.6% | Oct 2024
Upside Capture98%
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
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
INF2F0001628
ISINDailyDealing Frequency
Nifty Midcap 150 TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)