The Wealth Company Large & Mid Cap Fund
Different Roles. One Partnership.
NFO Opens:
21 May 2026
NFO Closes:
04 Jun 2026
Type:
An open-ended equity scheme investing in both large cap and mid cap stocks.
Benchmark:
NIFTY Large Midcap 250 TRI
Quick Reasons to Invest
Aim to capture India’s Market Leaders & Emerging Champions
Ability to Invest across the top 250 companies of India - combining established large-cap businesses with high-potential mid-cap companies that could shape the next phase of growth.
Blend of stability and growth potential
A strategic mix of large- and mid-cap stocks may deliver growth opportunity with improved risk adjusted performance
Built on a Disciplined Investment Framework
Backed by structured research, proprietary investment frameworks, and a rigorous stock-selection process focused on governance, growth quality, and risk management.
Fund Snapshot
Feature
Details
Type
An open-ended equity scheme investing in both large cap and mid cap stocks.
Minimum Application
During NFO and on continuous basis Rs. 1,000/- and in multiples of Rs. 1/- thereafter.
Minimum Redemption
Investors can redeem 'Any amount' or 'any number of units' as requested.
Entry Load
Nil.
Exit Load
1.00% if Units are redeemed or switched-out within 120 days from the date of allotment. No Exit Load if Units are redeemed or switched-out after 120 days from the date of allotment.
Plans/Options
Plans: Regular Plan and Direct Plan. Options: Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option. IDCW Sub-Options: Payout of IDCW and Reinvestment of IDCW.
Riskometer
Very High Risk
Investment Objective
To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies.
There is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Our Investment Approach
A) C.H.A.N.G.E. Framework
Capable Management
Proven leadership with vision, experience and the ability to adapt
Historical performance
Sound operating metrics, efficient capital allocation and strong return ratios
Attractive valuations
Entry at reasonable prices based on comparative and dynamic metrics
Navigating market cycles
Management's ability to respond to economic shifts and competitive changes
Governance & transparency
Alignment with minority shareholders and clean corporate practices
Earnings growth & execution excellence
Scalable models with consistent growth and operational delivery
B) E.D.G.E. Framework
Exchange and market specific indicators
Domestic indicators
Global indicators
Exit & Rebalancing Strategy
Fund Managers
Ms. Aparna Shanker
(Equity)
Over 32 years of experience in the Mutual Fund industry across various domains. From Apr 2022 to Jan 2025: Fund Manager, SBI Resurgent India Opportunities Fund. From Sept 2012 to Mar 2022: Fund Manager, SBI ESG Fund (PMS), Amundi India Infrastructure Opportunities Fund (international mandate managed by SBI Funds Management). She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past.
Mr. Umesh Sharma
(Debt)
Over 20 years of experience managing debt portfolios at Franklin Templeton and ICICI. Recognized for consistency, macro-awareness and disciplined duration management.
Scheme Documents
Scheme Information Document (SID)
Key Information Memorandum (KIM)
Product Deck
Product Label
Scheme Risk-o-meter
Risk of the Scheme is at Very High Risk
Large & Mid Cap Fund
Benchmark Risk-o-meter
The Risk of The Benchmark is very high
NIFTY Large Midcap 250 TRI
FAQs
- The market categorization follows guidelines -issued by SEBI:
- •Large Cap: 1st to 100th company in terms of full market capitalization.
- •Mid Cap: 101st to 250th company in terms of full market capitalization.
- The scheme allocates its total corpus within the following tactical and statutory limits:
- •Equity & Equity related instruments of Large Cap companies: 35% – 65%
- •Equity & Equity related instruments of Mid Cap companies: 35% – 65%
- •Equity and equity-related instruments other than above: 0% – 30%
- •Money market instruments for liquidity purpose.
- •Units issued by InvITs: 0% – 10%
- (for detailed asset allocation please refer to Scheme Information document)
- The fund utilizes multi-layered proprietary research models:
- •Allocation Filters: Built using a Relativity Analysis Framework (Macro & Inter-Sector) alongside a Growth Deconstruct Framework (tracking Revenue, Earnings, and Valuation vectors).
- •Stock Selection Framework: Guided strictly by the C.H.A.N.G.E. framework (Capable Management, Historical Performance, Attractive Valuations, Navigating Business Cycles, Good Governance, Earnings Growth).
- •Market Direction Analysis: Controlled through the E.D.G.E. matrix (Exchange indicators, Domestic economic vectors, Global drivers, Exit/Rebalancing clarity).
- The above is the framework currently adopted by the Scheme and is subject to change in accordance with the provisions of the SID.
- •New Fund Offer (NFO) Opens On: May 21, 2026
- •New Fund Offer (NFO) Closes On: June 04, 2026
- •Scheme Re-opens for continuous ongoing sales/repurchases: June 12, 2026
- Yes. If an application is submitted with certain ambiguous or missing details, the system processes it using standard regulatory default paths:
- •Missing Plan Selection: Defaults to Direct Plan if no broker/MDF code is listed.
- •Missing Option Selection: Defaults to Growth Option.
- •Missing IDCW Facility Selection: Defaults to IDCW Payout.
The Wealth Company Large & Mid Cap Fund
