Which funds are similar to The Wealth Company Mid Cap Fund Direct-Growth?
Funds similar to The Wealth Company Mid Cap Fund Direct-Growth in the Equity: Mid Cap category include HDFC Mid Cap Fund Direct-Growth, Kotak Mid Cap Fund Direct-Growth, and Nippon India Growth Mid Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of The Wealth Company Mid Cap Fund Direct-Growth in its category?
The category rank of The Wealth Company Mid Cap Fund Direct-Growth is shown in the Trailing Returns section above.
How does The Wealth Company Mid Cap Fund Direct-Growth's expense ratio compare to similar funds?
The Wealth Company Mid Cap Fund Direct-Growth has an expense ratio of 3.01%. The peers HDFC Mid Cap Fund Direct-Growth has an expense ratio of 0.74% and Kotak Mid Cap Fund Direct-Growth has 0.52%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does The Wealth Company Mid Cap Fund Direct-Growth's AUM compare to similar funds?
The AUM of The Wealth Company Mid Cap Fund Direct-Growth is shown in the Scheme Overview section above.
Which fund has the best 3-year returns in the Equity: Mid Cap?
The top performing fund in the Equity: Mid Cap category on a 3-year basis is HSBC Midcap Fund Direct-Growth with a CAGR of 24.57% as of 6 Sep 2026. The Wealth Company Mid Cap Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does The Wealth Company Mid Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of The Wealth Company Mid Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
