Large & Mid CapHold

The Wealth Company Large & Mid Cap

The Wealth Company · Direct–Growth · rank #16 / 34 Smart Score ke hisaab se

Data updated 24 Jul 2026

The Wealth Company Large & Mid Cap ka score 53/100 hai — 34 mein #16 Large & Mid Cap fund (Hold). Mazbooti: expense ratio (category mein 98th percentile). Kamzori: fund size (category mein 1th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)

1 saal

—

3 saal

—

5 saal

—

Launch se

0.5%

Risk metrics

Sharpe ratio

—

↑ jitna zyada, utna accha

Sortino ratio

—

↑ jitna zyada, utna accha

Std deviation

—

↓ jitna kam, utna accha

Alpha

—

↑ jitna zyada, utna accha

Beta

—

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Large And Mid Cap

3 saal 24.0%

Motilal Oswal Large And Midcap

3 saal 22.8%

ICICI Pru Large & Midcap

3 saal 17.2%

Bandhan Large & Mid Cap

3 saal 19.5%

Research aur education ke liye — investment advice nahi.

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