The Wealth Company Balanced Advantage Fund - Growth - Regular Plan

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  • (-0.49%)Nav, as on 27-02-2026

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  • Net Change on 27-02-2026

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
CRISIL Hybrid 50+50 - Moderate Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Fund Manager

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About The Wealth Company Balanced Advantage Fund

Scheme Analysis

The Wealth Company Balanced Advantage Fund is a Hybrid - Balanced Advantage fund and belongs to The Wealth Company Mutual Fund. It was launched on 16-Feb-2026 The Wealth Company Balanced Advantage Fund is benchmarked against CRISIL Hybrid 50+50 - Moderate Index as primary index.

The NAV of The Wealth Company Balanced Advantage Fund ended down ₹-0.05(-0.49%)yesterday to ₹9.9188.

Among its top 3 holdings the fund has exposure to , and

The The Wealth Company Balanced Advantage Fund is managed by Umesh Sharma and Aparna Shanker.

Fund House Contact

Pantomath Nucleus House, Saki Vihar Road, Andheri East, Mumbai - 400072

022-65786200