Two funds walk into a table. Only the numbers talk.
The Wealth Company Mid Cap Fund vs Invesco India Mid Cap Fund
Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.
- AThe Wealth Company Mid Cap Fund
The Wealth Company Mutual Fund- Mid Cap Fund
- Direct plan
- Very High Risk
NAV ₹9.78 on 13 Nov 2026
- BInvesco India Mid Cap Fund
Invesco Mutual Fund- Mid Cap Fund
- Direct plan
- Very High Risk
NAV ₹247.4 on 13 Nov 2026
The short version
Who comes out ahead on each measure.
Fell less in a crash
No fair winner yet
At its worst, The Wealth Company Mid Cap Fund fell 11.5% from its peak, against 34.1% for Invesco India Mid Cap Fund. On ₹1 lakh, that's a dip to ₹65,905 at the bottom for Invesco India Mid Cap Fund. Could you have held on?
Not a fair fight: we only have data for The Wealth Company Mid Cap Fund (from Aug 2026), so it has not been through the 2020 crash the others fell in.
Costs less
BInvesco India Mid Cap Fund
Invesco India Mid Cap Fund charges 0.76% a year, against 3.01% for The Wealth Company Mid Cap Fund. On ₹1 lakh that's ₹760 a year against ₹3,010, taken quietly from the NAV.
What your money would have become
The same amount, put into each fund on the same day.
Not enough shared history to chart these funds together yet.
Strengths and watch-outs
Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.
AThe Wealth Company Mid Cap Fund
- Watch out: High cost: 3.01% a year
- Watch out: Small fund (₹172 Cr), often newer or less tested
- Watch out: Less than 3 years of history, too short to judge
BInvesco India Mid Cap Fund
- Strength: Ahead of its category: 18.8% a year over 5 years, against a category average of 14%
- Strength: In the top quarter of its category over 5 years (#1 of 21)
- Strength: Beat a 5-year SBI FD: 18.8% a year over 5 years, against 6.05%
- Watch out: Fell harder than its category in the worst crash
All the numbers
The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.
| Measure | AThe Wealth Company Mid Cap Fund | BInvesco India Mid Cap Fund |
|---|---|---|
| ReturnsHow much the fund grew. Beyond a year, this is per year (annualised). | ||
| 1 yearLast 12 months, the most noisy figure | – | 10.9%#2 of 30 · avg 6.2% |
| 3 yearsPer year, over a full market mood swing | – | 24%#1 of 28 · avg 16.3% |
| 5 yearsPer year, the fairest single test | – | 18.8%#1 of 21 · avg 14% |
| 10 yearsPer year, across bull and bear markets | – | 20.2%#1 of 16 · avg 16.5% |
| RiskHow bumpy the ride was. This is what decides whether you stay invested. | ||
| Ups and downsVolatility: how far it swings in a typical year. Lower is calmer | – | 17.4%category avg 16.4% |
| Worst fallThe biggest drop from a peak in 10 years. Lower is better | −11.5%data from 6 Aug 2026 only | −34.1%category avg −29.4% |
| Best 12 monthsIts strongest year | – | 92.5% |
| Worst 12 monthsIts weakest year | – | -23.2% |
| Odds of a gainShare of all 1-year holding periods that ended in profit | – | 88% |
| Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not. | ||
| Expense ratioYearly fee. Lower keeps more for you | 3.01% | 0.76%Best |
| Fund sizeMoney managed (AUM). Neither better nor worse | ₹172 Cr | ₹15,749 Cr |
| Minimum SIPSmallest monthly amount | ₹250 | ₹100Best |
| Lock-inTime before you can withdraw | None | None |
“Best” is not a recommendation: a fund that returned more usually took more risk to do it.
Which one fits you?
There is no best fund, only a better fit for what you need the money to do.
AThe Wealth Company Mid Cap Fund
Might suit you if…
- you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure
BInvesco India Mid Cap Fund
Might suit you if…
- you care about keeping costs low, which adds up over decades