Compare
NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Large & Mid Cap Fund median (36 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 12 Jun 2026 – 20 Aug 2026, limited by The Wealth Company Large & Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | The Wealth Company Large & Mid Cap Fund | Nifty Midcap 150 |
|---|---|---|
| 12 Jun 2026 | ₹100.00 | ₹100.00 |
| 18 Jun 2026 | ₹101.12 | ₹102.85 |
| 24 Jun 2026 | ₹101.09 | ₹102.76 |
| 29 Jun 2026 | ₹100.45 | ₹101.89 |
| 05 Jul 2026 | ₹101.95 | ₹102.81 |
| 11 Jul 2026 | ₹101.30 | ₹104.08 |
| 17 Jul 2026 | ₹101.53 | ₹103.19 |
| 22 Jul 2026 | ₹101.31 | ₹103.00 |
| 28 Jul 2026 | ₹101.03 | ₹103.03 |
| 03 Aug 2026 | ₹103.76 | ₹105.22 |
| 09 Aug 2026 | ₹104.33 | ₹104.96 |
| 14 Aug 2026 | ₹104.51 | ₹105.22 |
| 20 Aug 2026 | ₹104.57 | ₹105.08 |
| Metric | The Wealth Company · Regular NAV ₹10.50 Very High risk Unrated | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|
| — | +5.52% | |
| — | +14.91% | |
| — | +13.37% | |
| — | +14.19% | |
| +4.57% | +12.93% | |
| +25.34% | — | |
| — | +14.91% | |
| — | +14.70% | |
| — | +13.49% | |
| Risk | ||
| 9.46% | 14.80% | |
| — | 0.54 | |
| — | 0.73 | |
| -2.68% | -37.25% | |
| Nifty Midcap 150 | — | |
| — | -0.76% | |
| — | 0.83 | |
| — | 81.1% | |
| — | 81.1% | |
| 5.12% | 2.37% | |
| ₹101.76Cr | ₹3,576Cr | |
| 1.00% | — | |
| None | — | |
| ₹250 | — | |
| ₹1.00K | — | |
| — | 42% | |
| Aparna Shanker · 0.3y | — | |
| 12 Jun 2026 | — | |
| 50 | — | |
| 29.0% | — | |
| 4.0% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.