The Wealth Company Balanced Advantage Fund
Get the latest NAV of The Wealth Company Balanced Advantage Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.68
▲0.3%1D
NAV as on 17 Mar 2026
/per year
Since Inception
▲▼
34 people have invested ₹ 2.2L in The Wealth Company Balanced Advantage Fund in the last three months
The Wealth Company Balanced Advantage Fund Performance vs. Dynamic Asset Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (17-Mar-26)
The fund has underperformed the benchmark (Dynamic Asset Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
The Wealth Company Balanced Advantage Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
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The Wealth Company Balanced Advantage Fund Holdings Details
as on (28-Feb-26)
The Wealth Company Balanced Advantage Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.37% |
Benchmark | CRISIL Hybrid 50+50 Moderate TR INR |
| AUM | ₹44 Cr |
| Inception Date | 16 February, 2026 |
| Min Lumpsum/SIP | ₹5,000/₹250 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Very High Risk |
About The Wealth Company Balanced Advantage Fund
The Wealth Company Balanced Advantage Fund is a hybrid fund. This fund was started on 16 February, 2026. The fund is managed by Varun Nanavati, Umesh Sharma, Aparna Shanker. This fund gives you the benefit of diversification.
Key Parameters
- The Wealth Company Balanced Advantage Fund has ₹44 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.4.
Returns
The Wealth Company Balanced Advantage Fund has given a CAGR return of -3.60% since inception.
Holdings
The Wealth Company Balanced Advantage Fund has allocated its funds majorly in .
Taxation
As it is a dynamic asset allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of The Wealth Company Balanced Advantage Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. The Wealth Company Balanced Advantage Fund has no lock in period.
Fund Manager
Varun Nanavati
Fund Manager of The Wealth Company Balanced Advantage Fund, since 16 February 2026
Umesh Sharma
Fund Manager of The Wealth Company Balanced Advantage Fund, since 16 February 2026
Aparna Shanker
Fund Manager of The Wealth Company Balanced Advantage Fund, since 16 February 2026
Frequently Asked Questions for The Wealth Company Balanced Advantage Fund
How do I invest in The Wealth Company Balanced Advantage Fund?
- Download the INDmoney app.
- Search for ‘The Wealth Company Balanced Advantage Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.