NFO Monitor

Fund Facts

Name of Funds:

The Wealth Company Large & Mid Cap

Opening:

21st May 2026

Closing:

4th June 2026

Minimum Investment:

Rs. 1000/- and in multiples of Rs.1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1.00% - if Units are redeemed/ switched-out within 120 days from the date of allotment.

Fund Stats

Objective:

To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies .

Benchmark:

Nifty LargeMid250

Fund Manager:

Aparna Shanker, Umesh Sharma

Asset Allocation

35- 65% Equity upto 30% Debt

Comparable Existing Scheme

Aditya Birla Sun Life Large & Mid Cap

-2.49(6M) 1.07(1Y)

Axis Large & Mid Cap

-1.73(6M) 3.39(1Y)

Fund Prognosis

Idea Distiller:

The segment that is ramping up very fast amongst investors will naturally attract the most attention. And thus the fund.

Fund House AAUM:

1,41,265.13(in Lakhs)

Fund House AAUM:

Combined experience of above 47 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

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NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Aditya Birla Sun Life Large & Mid Cap

Axis Large & Mid Cap

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company