Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    The Wealth Company Large & Mid Cap
  • Opening:
    21st May 2026
  • Closing:
    4th June 2026
  • Scheme Type:
    Open Ended Equity Large & Mid Cap Fund
  • Minimum Investment:
    Rs. 1000/- and in multiples of Rs.1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1.00% - if Units are redeemed/ switched-out within 120 days from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

Objective

To provide long-term capital appreciation / income by investing predominantly in equity and equity related securities of large cap and mid cap companies .

  • Benchmark:

  • Nifty LargeMid250

  • Fund Manager:

  • Aparna Shanker, Umesh Sharma

Asset Allocation

35- 65% Equity
upto 30% Debt
Comparable existing schemes
Aditya Birla Sun Life Large & Mid Cap -2.49(6M) 1.07(1Y)
Axis Large & Mid Cap -1.73(6M) 3.39(1Y)

Fund Prognosis

Idea Distiller

The segment that is ramping up very fast amongst investors will naturally attract the most attention. And thus the fund.

  • Fund House AAUM:

  • 1,41,265.13(in Lakhs)

  • Fund Manager:

  • Combined experience of above 47 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

If you think the company offers a new orientation for investment then sure it makes sense.