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Head-to-head
The Wealth Company Large & Mid Cap Fund - Direct Plan - GrowthvsPrincipal Emerging Bluechip Fund - Direct Plan - Growth Option
Side-by-side comparison of The Wealth Company Large & Mid Cap Fund - Direct Plan - Growth and Principal Emerging Bluechip Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid cap
The Wealth Company Large & Mid Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
mid cap
Principal Emerging Bluechip Fund - Direct Plan - Growth Option
3Y ago₹1.86 L
5Y ago₹2.52 L
Normalised price over time
Both funds start 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 Large & Mid … | Principal Emerging Bluechip Fun… |
|---|---|---|
| Fund house | The Wealth Company Mutual Fund | Principal Mutual Fund |
| Category | Equity Scheme - Large & Mid Cap Fund | Equity Scheme - Large & Mid Cap Fund |
| Latest NAV | ₹10.5233 | ₹197.96 |
| Assets managed (AUM) | — | — |
| 1Y return | — | 39.17% |
| 3Y CAGR | — | 23.02% |
| 5Y CAGR | — | 20.28% |
| Since inception CAGR | 22.59% | 21.46% |
| Bumpiness · 3Y (annualised σ) | 8.87 | 20.53 |
| Worst drop ever | -2.67% | -36.11% |
| Sharpe · 3Y (rf=6%) | 1.58 | 0.74 |
Explore each fund individually
The Wealth Company Large & Mid Cap Fund - Direct Plan - Growth →Principal Emerging Bluechip Fund - Direct Plan - Growth Option →
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