FundLens
10
Large & Mid CapAvoid

The Wealth Company Large & Mid Cap

The Wealth Company · Direct–Growth · rank #35 of 36 by Smart Score

Data updated

Trailing returns

vs Nifty LargeMidcap 250 (index-fund proxy)
1 Year
3 Years
5 Years
Since launch
4.4%

Why this score

The Wealth Company Large & Mid Cap scores 10/100 — #35 of 36 Large & Mid Cap fund (Avoid). The main drag is its fund size (better than only 10% of peers).

Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.

Fund size101.76 Cr · 10th percentile in category

Top holdings

top 5 = 17.3% of portfolio
1.ICICI Bank Ltd3.85%
2.Radico Khaitan Ltd3.8%
3.Billionbrains Garage Ventures Ltd.3.6%
4.Bajaj Auto Ltd3.17%
5.Nippon Life India Asset Management Ltd2.85%

50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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