The Wealth Company Balanced Advantage Fund · Regular · Growth
NAV
₹9.7276
as of 29 Sept 2026
Expense Ratio
3.35%
AUM
₹46 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -2.72%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- -4.82%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
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Fund Details
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What this fund does
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 ₹45.9 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 50:50 Index. The current expense ratio is 3.35%.