6
Mid CapAvoid
The Wealth Company Mid Cap
The Wealth Company · Direct–Growth · rank #34 of 34 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
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Since launch
-2.1%
Why this score
The Wealth Company Mid Cap scores 6/100 — #34 of 34 Mid Cap fund (Avoid). The main drag is its expense ratio (better than only 4% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Expense ratio2.26% · 4th percentile in category
Fund size172.30 Cr · 7th percentile in category
Top holdings
1.The Indian Hotels Company Ltd6.02%
2.GE T&D India Ltd4.88%
3.Dixon Technologies (India) Ltd4.79%
4.Dr. Reddy's Laboratories Ltd4.29%
5.HDFC Bank Ltd4.11%
44 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.