The Wealth Company Mid Cap Fund - Direct Plan - IDCW
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).
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +1.22% | -2.33% | — | — | — | — | — | — | — | — | — | -6.28% |
| 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 · IDCW (income distribution)
- AMFI scheme code
- 154483
- ISIN
- INF2F0001669, INF2F0001677
- 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
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What are Mid Cap Funds?
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