Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid capDirect
The Wealth Company Mid Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
mid capDirect
Invesco India Midcap Fund - Direct Plan - Growth
3Y ago₹1.93 L
5Y ago₹2.58 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | The Wealth Company Mid Cap Fund… | Invesco India Midcap Fund - Dir… |
|---|---|---|
| Fund house | The Wealth Company Mutual Fund | Invesco Mutual Fund |
| Category | Equity Schemes - Mid Cap Fund | Equity Schemes - Mid Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹9.8757 | ₹242.97 |
| Assets managed (AUM) | — | — |
| 1M return | — | 1.02% |
| 6M return | — | 13.13% |
| 1Y return | — | 12.35% |
| 3Y CAGR | — | 24.52% |
| 5Y CAGR | — | 20.90% |
| Since inception CAGR | -13.01% | 21.13% |
| Bumpiness · 3Y (annualised σ) | — | 17.17 |
| Worst drop ever | -1.72% | -34.09% |
| Sharpe · 3Y (rf=6%) | — | 0.96 |