Open Ended Schemeshybrid Scheme Dynamic Asset Allocation Or Balanced Advantageregulargrowth

The Wealth Company Balanced Advantage Fund - Regular Growth

The Wealth Company Mutual Fund · AMFI Code: 154183

₹₹9.3621

NAV as of 31 Mar 2026

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Returns (Lumpsum)

CAGR for periods ≥ 1 year

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1 Month—

3 Months—

6 Months—

1 Year—

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5 Years (CAGR)—

10 Years (CAGR)—

Since Inception-1.38%

SIP Returns (XIRR)

₹1,000/month SIP, annualised

1 Year SIP—

3 Year SIP—

5 Year SIP—

Since Inception SIP—

Fund Details

Fund HouseThe Wealth Company Mutual Fund

CategoryOpen Ended Schemeshybrid Scheme Dynamic Asset Allocation Or Balanced Advantage

Plan Typeregular

Optiongrowth

Min SIP₹500

Min Lumpsum₹1,000

AMFI Code154183

Risk Metrics

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Sharpe Ratio

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Alpha

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Beta

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Sortino

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Std Dev

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Max Drawdown

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