56
Mid CapHold
The Wealth Company Mid Cap
The Wealth Company · Direct–Growth · rank #16 of 34 by Smart Score
Data updated
Trailing returns
1 Year
—
3 Years
—
5 Years
—
Since launch
-1.8%
Why this score
The Wealth Company Mid Cap scores 56/100 — #16 of 34 Mid Cap fund (Hold). It stands out for expense ratio — beating 99% of peers on expense ratio. The main drag is its fund size (better than only 7% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.47% · 99th percentile in category
Fund size170.84 Cr · 7th percentile in category
Top holdings
1.The Indian Hotels Company Ltd6.18%
2.GE T&D India Ltd5.2%
3.JSW Infrastructure Ltd4.98%
4.HDFC Bank Ltd4.15%
5.Dr. Reddy's Laboratories Ltd3.72%
47 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.