Dynamic Asset Allocation
The Wealth Company Balanced Advantage Fund · Direct · Growth
NAV
₹10.0489
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +0.49%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.12%
Performance Comparison
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Fund Details
Fund HouseThe Wealth Company Mutual Fund
CategoryDynamic Asset Allocation
Launch Date16 Feb 2026
AMFI Code154185
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹100
Exit Load1% If redeemed switched out within 180 days from the date of allotment
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
The Wealth Company Balanced Advantage Fund · Direct · 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 · Direct · Growth is a Dynamic Asset Allocation mutual fund offered by The Wealth Company Mutual Fund. The fund has been operational for over 0 years.
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