The Wealth Company Large & Mid Cap Fund - Regular Plan - IDCW
Performance chart
Benchmark: Nifty 200 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Its biggest fall from a peak was 8.8% (28 Aug 2026 to 8 Oct 2026).
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +2.05% | -1.69% | -3.40% | — | — | — | — | — | — | — | — | -1.84% |
| Nifty 200 | +2.93% | -1.24% | -4.83% | -3.22% | -8.66% | -6.20% | -3.49% | +7.90% | +6.36% | +12.37% | +11.02% | +12.32% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Large & Mid Cap Funds. Q1 = top quarter by return over that period.
Compare with all Large & Mid Cap Funds (37)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- The Wealth Company Mutual Fund
- Category
- Large & Mid Cap Funds · Equity
- Benchmark used here
- Nifty 200 (price index)
- Plan / option
- Regular · IDCW (income distribution)
- AMFI scheme code
- 154379
- ISIN
- INF2F0001578, INF2F0001586
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Large & Mid Cap Funds
Large & Mid Cap Funds invest at least 35% in large-cap companies (the 100 biggest listed companies) and at least 35% in mid-cap companies (the 101st to 250th), giving a mix of established leaders and growing businesses.
Generally used by investors with a long horizon (5+ years) who can accept equity ups and downs.
Other plans of this scheme
Questions about this scheme
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What is the difference between Direct and Regular plans?
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