Dynamic Asset Allocation
The Wealth Company Balanced Advantage Fund · Direct · Growth
NAV
₹9.7783
as of 30 Sept 2026
Expense Ratio
1.33%
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -2.22%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -4.76%
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
What this fund does
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. The current expense ratio is 1.33%.