The Wealth Company Mid Cap Fund - Direct Plan - Growth
Performance chart
Benchmark: Nifty Midcap 150 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 8.0% (26 Aug 2026 to 8 Oct 2026).
AI analysis
Plenitude AI reads the figures on this page and explains them in plain language.
Thinking of investing?
We help you invest in the Regular plan of schemes that suit your goals, and review them every year.
Book a free consultation Compare with other fundsReturns vs benchmark and category
| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +1.22% | -2.35% | — | — | — | — | — | — | — | — | — | -6.33% |
| Nifty Midcap 150 | +2.09% | -2.69% | -6.03% | +0.52% | -2.34% | -0.18% | -0.85% | +12.81% | +12.45% | +20.77% | — | +17.44% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Mid Cap Funds. Q1 = top quarter by return over that period.
Compare with all Mid Cap Funds (33)
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
- Mid Cap Funds · Equity
- Benchmark used here
- Nifty Midcap 150 (price index)
- Plan / option
- Direct · Growth
- AMFI scheme code
- 154481
- ISIN
- INF2F0001651
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Mid Cap Funds
Mid Cap Funds invest at least 65% in mid-cap companies (the 101st to 250th largest listed companies). Mid caps can grow faster than large caps but are more volatile.
Generally used by investors with a long horizon (7+ years) who are comfortable with bigger swings.
Other plans of this scheme
Questions about this scheme
What is the NAV of The Wealth Company Mid Cap Fund today?
What returns has The Wealth Company Mid Cap Fund given?
What is the expense ratio of The Wealth Company Mid Cap Fund?
How risky is this fund?
What is the difference between Direct and Regular plans?
What are Mid Cap Funds?
Have a question about this topic?
Tell us a little about your situation and an expert will call you back, usually within 2 hours on business days.
Book your free wealth consultation
- 100% free
- No obligation
- Reply within 2 hours
Request received!
Thank you for trusting Plenitude Connect. An expert will contact you shortly. Please check your inbox for details.