The Wealth Company Mid Cap Fund
Already established. Still evolving.
NFO Opens:
15 Jul 2026
NFO Closes:
29 Jul 2026
Type:
An open ended equity scheme predominantly investing in mid cap stocks.
Benchmark:
NIFTY Midcap 150 TRI
Quick Reasons to Invest
Aim to Capture India's Emerging Champions
Invest predominantly in mid-cap companies that have the potential to become the next generation of market leaders as they scale their businesses.
Long-Term Growth Potential
Mid-cap companies often operate in a sweet spot between stability and expansion, aiming to offer opportunities for long-term capital appreciation.
Research-Led Investment Approach
Backed by proprietary frameworks, rigorous stock selection, governance assessment, and disciplined portfolio construction.
Fund Snapshot
Feature
Details
Type
An open ended equity scheme predominantly investing in mid cap stocks.
Minimum Application
During NFO: Minimum initial investment in the scheme/plan/option: 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/ switched-out within 180 days from the date of allotment. No Exit Load if Units are redeemed / switched-out after 180 days from the date of allotment. In respect of Systematic Transactions such as SIP, STPs etc., Exit Load, if any, prevailing on the date of registration / enrolment shall be levied. No load on IDCW reinvestment or bonus units.
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 Mid-Cap companies.
There is no assurance 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.
Ms. Saloni Kapadia
(Equity)
Ms. Saloni Kapadia is an investment professional with over 19 years of experience in fund management, equity research, fixed income, and ESG initiatives across India and Asian markets. She holds an MBA from SP Jain and is a CFA charter holder. She was previously associated with Aviva Life Insurance India, where she managed equity and fixed income portfolios, and has also held leadership roles at Phillip Capital Management and State Bank of India.
Product Label
Scheme Risk-o-meter
Risk of the Scheme is at Very High Risk
Mid Cap Fund
Benchmark Risk-o-meter
Risk of the Scheme is at Very High Risk
NIFTY Midcap 150 TRI
FAQs
- •equity and equity related instruments of Mid Cap Companies: 65% – 100%
- •Other than mid cap -Equity & Equity Related Instruments: 0% – 35%
- •Money Market Instruments: 0% – 35%
- •Gold & Silver ETFs: 0% – 5%
- •InvITs: 0% – 10%
- Refer scheme information document (SID ) available on https://www.wealthcompanyamc.in/ for full details of asset allocation.
