Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.85% | -7.49% | – | – | – | – | – | – | – |
NAV history
About this fund
The Wealth Company Mid Cap Fund is a mid-cap equity fund offered by The Wealth Company Mutual Fund, classified under Equity as Equity Scheme - Mid Cap Fund. Mid-cap funds tend to carry moderately high risk relative to large-cap funds. Its latest NAV is ₹9.09.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
The Wealth Company Mid Cap Fund does not yet have a full one-year track record, so trailing returns are limited. The direct-plan base expense ratio is 0.40%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Franklin India Mid Cap Fund Equity Scheme - Mid Cap Fund | -7.91 | -8.02 | -4.41 | -6.30 | 12.87 | 11.48 | 13.25 | 0.81 |
| Nippon India Equity Scheme - Mid Cap Fund | -7.08 | -6.81 | -5.06 | -1.51 | 15.50 | 15.77 | 16.95 | 0.58 |
| Taurus Mid Cap Fund Equity Scheme - Mid Cap Fund | -5.37 | -0.35 | 4.79 | 0.08 | 8.33 | 10.49 | 13.58 | 1.70 |
| HDFC Mid Cap Fund Equity Scheme - Mid Cap Fund | -5.84 | -5.30 | -2.31 | -1.62 | 14.98 | 16.85 | 16.22 | – |
| DSP Midcap Fund Equity Scheme - Mid Cap Fund | -7.71 | -7.53 | -5.45 | -4.26 | 11.32 | 9.74 | 12.95 | 0.64 |
| Tata Mid Cap Fund Equity Scheme - Mid Cap Fund | -8.15 | -8.41 | -4.82 | -2.21 | 12.24 | 12.75 | 15.30 | 0.54 |
| Sundaram Mid Cap Fund Equity Scheme - Mid Cap Fund | -7.91 | -8.95 | -4.68 | -3.79 | 15.38 | 14.76 | 13.11 | 0.75 |
| Aditya Birla Sun Life Midcap Fund Equity Scheme - Mid Cap Fund | -7.59 | -7.09 | -2.67 | -1.67 | 12.32 | 11.54 | 12.43 | 0.86 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| THE WEALTH COMPANY ETHICAL FUND Equity Scheme - Sectoral/Thematic | -6.75 | -5.59 | -5.33 | -8.87 | – | – | – | 0.61 |
| The Wealth Company Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -4.41 | -2.98 | -1.97 | – | – | – | – | 0.35 |
| The Wealth Company Gold ETF FOF Other Scheme - FoF Domestic | -5.82 | -1.44 | -5.60 | – | – | – | – | 0.19 |
| The Wealth Company Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -5.70 | -5.78 | -6.57 | – | – | – | – | 0.29 |
| The Wealth Company Small Cap Fund Equity Scheme - Small Cap Fund | -7.83 | -4.03 | 1.64 | – | – | – | – | 0.34 |
| The Wealth Company Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.81 | -6.67 | – | – | – | – | – | 0.39 |
| The Wealth Company Multi Cap Fund Equity Scheme - Multi Cap Fund | -4.85 | – | – | – | – | – | – | – |
| The Wealth Company Flexi Cap Fund Equity Scheme - Flexi Cap Fund | -6.83 | -8.49 | -7.93 | -7.89 | – | – | – | 0.30 |