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The Wealth Company Balanced Advantage Fund Direct growth
Hybrid • Dynamic • Direct growth
Insufficient fund history to generate its report card
Average credit rating
Not Rated
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct growth
Launched On
16 Feb 2026
0.1 years ago
Lock-in Period
No lock-in
NAV
as of 02 Apr 2026
₹9.52
+0.2054% (0.10)
AUM
₹44 Cr
Expense ratio
0.37%
Benchmark
CRISIL Hybrid 50+50 Moderate
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 180D
1%
If units sold after 180D
0%
Distribution
Market capital
Fund House
The Wealth Company
Inc: 14 Oct 2025 • Total AUM: ₹1,411 Cr • Rank #47The Wealth Company is an Indian asset management firm, part of the Pantomath Group, that offers investment products and services to help individuals and corporates achieve their financial goals
Fund Managers
Umesh Sharma
Experience: 7.51 yrs • Total AUM: 12,203 Cr
Aparna Shanker
Experience: yrs • Total AUM: 4,109 Cr
Varun Nanavati
Experience: yrs • Total AUM: 8,826 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.