Side-by-Side Comparison

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Parameter
The Wealth Company Balanced Advantage Fund - Direc…
The Wealth Company Balanced Advantage
1Y Return 8.8% ⭐
3Y CAGR 8.3% ⭐
5Y CAGR 9.3% ⭐
10Y CAGR 17.5% ⭐
Current NAV ₹10.05
AUM (₹ Cr) 2630
Expense Ratio 0.48% ⭐
Risk Level Moderate
Sharpe Ratio 0.58
Beta 0.48
Alpha 5.08
Min SIP ₹500
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Return Comparison