The Wealth Company Balanced Advantage Fund · Regular · Growth
NAV
₹10.0795
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
AUM
₹46 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.79%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +7.92%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
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Fund Details
Available transactions
Investment Objective
The Wealth Company Balanced Advantage Fund · Regular · Growth by The Wealth Company Mutual Fund is a Dynamic Asset Allocation fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Asset Allocation category.
About This Fund
The Wealth Company Balanced Advantage Fund · Regular · Growth is a Dynamic Asset Allocation mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹45.5 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 50:50 Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations