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The Wealth Company Mutual Fund

The Wealth Company Large & Mid Cap Fund

👑 Queen BeesLarge & Mid CapEquity
NAV 27 Oct 2026₹9.4636+1.63% on the day
1 yearnot yetlaunched 12 Jun 2026
3 yearsnot yetlaunched 12 Jun 2026
5 yearsnot yetlaunched 12 Jun 2026
Since launch-5.7%in total, from 12 Jun 2026

How ₹10,000 has grown

Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹9,426is what ₹10,000 put in on 12 Jun 2026 is worth today-5.7%
10.5910.139.669.20Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.

Returns

Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the open-ended Regular growth Large & Mid Cap funds on AMFI’s list.
PeriodThis fundCategoryRank
1 month-6.2%
6 monthsnot old enough
This yearsince 31 Decnot old enough
1 yearnot old enough-5.7%
a year
3 yearsannualisednot old enough+11.8%
a year
5 yearsannualisednot old enough+9.5%
a year
10 yearsannualisednot old enough
Since launch12 Jun 2026-5.7%

How bumpy the ride has been

Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.
LowModerateHighVery high

High swing. Real swings. Expect years where it falls by a fifth or more before it recovers.

Volatility13.5%annualised, 3 years
Worst fall-13.1%Aug 2026 to Oct 2026
Recoverynot yetmonths back to the old high

Fund facts

From AMFI’s scheme master.
Fund houseThe Wealth Company Mutual Fund
CategoryLarge & Mid Cap
Theme on CrowwdQueen Bees
Launched12 Jun 2026 (0.4 years)
Plan and optionRegular, Growth
ISININF2F0001560
AMFI scheme code154382
52-week range₹9.1974 to ₹10.5897
Same theme

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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how The Wealth Company Large & Mid Cap Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.

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