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The Wealth Company Balanced Advantage Fund

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Fund : The Wealth Company Mutual Fund
Category : Hybrid - Dynamic Asset Allocation/Balanced Advantage
Type : Open Ended
NAV() 0.0000
Percentage Returns :
1 Month Ago : 0%
3 Months Ago : 0%
1 Year Ago : 0%
Snapshot
Inception Date 27/01/2026 Fund Manager Ms. Aparna Shanker
Initial Price 10.00 Min. Invest. rs 1000
Objectives 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.
Entry Load Nil
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.
Scheme Plan Growth
Scheme Class Equity - Hybrid
Scheme Type Open Ended
Trailing Returns
Type 1 Mth(in %) 3 Mths(in %) 1 Yr(in %) 3 Yrs(in %)
Category-1.19-0.518.3528.42
Sensex-3.74-3.458.6111.32
Nifty-3.33-3.0410.2812.66
NAV Chart
Other Options
No Data
Scheme Size
No Data
Mutual Fund
Pantomath Nucleus House, Saki-Vihar Road, Andheri east,, Mumbai, Maharashtra, India - 400072
Email : Investorcare@wealthcompany.in
Web : https://www.wealthcompanyamc.in
Registrar
KFIN TECHNOLOGIES LTD