The Wealth Company Balanced Advantage Fund-Reg (IDCW)
The Wealth Company Balanced Advantage Fund-Reg (IDCW) Overview
Holdings Distribution
Top Holdings
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| The Wealth Company Balanced Advantage Fund-Reg (IDCW) | N/A | N/A | N/A |
| Capitalmind Multi Asset Allocation Fund-Dir (G) | N/A | N/A | N/A |
| Capitalmind Multi Asset Allocation Fund-Dir (IDCW) | N/A | N/A | N/A |
| Helios Arbitrage Fund - Regular (G) | N/A | N/A | N/A |
| Helios Arbitrage Fund - Regular (IDCW) | N/A | N/A | N/A |
| Helios Arbitrage Fund - Direct (G) | N/A | N/A | N/A |
Scheme Information
The Wealth Company Balanced Advantage Fund-Reg (IDCW) was launched on 27/01/2026. The fund manages ₹42 Cr in assets. Its current expense ratio is 3.04%.
Fund Manager: Aparna Shanker
Returns Calculator
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FAQs on The Wealth Company Balanced Advantage Fund-Reg (IDCW)
The current expense ratio of The Wealth Company Balanced Advantage Fund-Reg (IDCW) is 3.04%.
The AUM of The Wealth Company Balanced Advantage Fund-Reg (IDCW) is ₹42 crore.
Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.
Yes, The Wealth Company Balanced Advantage Fund-Reg (IDCW) allows both SIP and lump sum investments.
The latest NAV is ₹9.86.
Minimum SIP starts from ₹100.
Redemption can be done via AMC website or your investment platform.
