The Wealth Company Large & Mid Cap Fund - Direct Plan - Growth

DalalBaazaar Score

Investment Checklist

• ✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
• ✓ Volatility isn't extreme (< 25% annualized)
• ✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Risk Flags

• Estimated Sharpe ratio (-0.69) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

• This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
• Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.