The Wealth Company Large and Mid Cap Fund
Direct · Growth ₹10.30
31 Jul 2026
NAV
—
Sharpe
-2.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
Not enough data to compute SIP returns.
Not enough data to compute rolling returns.
-2.7%
Max Drawdown
0 mo
Drawdown Duration
1 mo
Recovery Time
-0.7%
Avg Drawdown
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.38 | 0.70 | 72.9% | 70.0% | 2.1% | 2.2% |
| 3 Years | -1.75 | 0.70 | 72.9% | 70.0% | 0.7% | 0.7% |
| 5 Years | -1.83 | 0.70 | 72.9% | 70.0% | 0.4% | 0.4% |
| 7 Years | -1.86 | 0.70 | 72.9% | 70.0% | 0.3% | 0.3% |
| 10 Years | -1.89 | 0.70 | 72.9% | 70.0% | 0.2% | 0.2% |
| 12 Years | -1.90 | 0.70 | 72.9% | 70.0% | 0.2% | 0.2% |
| 15 Years | -1.91 | 0.70 | 72.9% | 70.0% | 0.1% | 0.1% |
49
Total Holdings
26.1%
Top 10 Weight
23
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Bajaj Finance Limited | 3.01% |
| 2 | BSE Ltd | 2.96% |
| 3 | HDFC Bank Limited | 2.81% |
| 4 | Larsen & Toubro Limited | 2.74% |
| 5 | Billionbrains Garage Ventures Ltd. | 2.70% |
| 6 | Max Healthcare Institute Limited | 2.59% |
| 7 | Aurobindo Pharma Limited | 2.38% |
| 8 | Balkrishna Industries Limited | 2.33% |
| 9 | Bank of Baroda | 2.33% |
| 10 | Radico Khaitan Limited | 2.28% |