Side-by-Side Comparison

Compare up to 5 mutual funds on returns, risk, and more.

1/5 funds selected
Parameter
The Wealth Company Balanced Advantage Fund - Direc…
The Wealth Company Balanced Advantage
1Y Return 19.6% ⭐
3Y CAGR 11.1% ⭐
5Y CAGR 14.1% ⭐
10Y CAGR 26.0% ⭐
Current NAV ₹10.05
AUM (₹ Cr) 20610
Expense Ratio 0.96% ⭐
Risk Level Moderate
Sharpe Ratio 1.06
Beta 1.56
Alpha -1.44
Min SIP ₹500
View Details
Return Comparison