3
Large & Mid CapAvoid
The Wealth Company Large & Mid Cap
The Wealth Company · Direct–Growth · rank #36 of 36 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
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Since launch
-0.7%
Why this score
The Wealth Company Large & Mid Cap scores 3/100 — #36 of 36 Large & Mid Cap fund (Avoid). The main drag is its expense ratio (better than only 1% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio2.39% · 1st percentile in category
Fund size108.73 Cr · 4th percentile in category
Top holdings
1.ICICI Bank Ltd3.69%
2.Radico Khaitan Ltd3.45%
3.Billionbrains Garage Ventures Ltd.2.9%
4.Aditya Infotech Ltd.2.73%
5.Nippon Life India Asset Management Ltd2.65%
53 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.