The Wealth Company Mutual Fundimage

The Wealth Company Balanced Advantage Fund

HybridDynamic Asset Allocation/Balanced AdvantageGrowthIDCW-ReinvestmentIDCW

Fund Overview

NAV (16 Jul 26)

9.94

AUM (in Cr)

-

3 Months Returns

% -0.52

Risk Level 

Very High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
The Wealth Company Balanced Advantage Fund
-0.16
-0.52
Dynamic Asset Allocation/Balanced Advantage
1.30
2.28
0.50
0.86
9.61
9.22

Scheme Information

Expense Ratio
% 2.90
Benchmark
-
AUM
-
Inception Date
27 Jan 2026
Turnover Ratio
-
Exit Load
1% - If redeemed/switched out within 180 days from the date of allotment. Nil - if redeemed/switched out after 180 days from the date of allotment.
Asset Class
Hybrid
amc-logo

The Wealth Company Mutual Fund

Total AUM

₹ 1412.65

No. of Schemes under this AMC

0

Phone

65786200

Email

Investorcare@wealthcompany.in

Incorporation Date

7/18/2025

Address

Pantomath Nucleus House,, Saki-Vihar Road,, Andheri east,

Mumbai - 400072

The Wealth Company Mutual Fundimage

The Wealth Company Balanced Advantage Fund

HybridDynamic Asset Allocation/Balanced Advantage
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