The Wealth Company Balanced Advantage Fund - Regular IDCW
Fund House: The Wealth Company Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 27-01-2026 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 50+50 Moderate Index |
| TER: 2.9% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 47.96 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: - | 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 |
9.9504
0 (0.0362%)
-0.23%
Benchmark: 11.16%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.55%
Others
31.92%
Large Cap
52.13%
Mid Cap
7.4%
