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The Wealth Company Balanced Advantage Fund - Regular IDCW

The Wealth Company Balanced Advantage · Balanced Advantage
Moderate
₹9.98
Current NAV
25 Jun 2026
13.6%
1Y Return
9.1%
3Y CAGR
14.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹22,310 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.76
Sharpe Ratio
0.96
Beta
0.76
Alpha
1.03
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Fund Details
Fund House The Wealth Company Balanced Advantage
Category Balanced Advantage
AUM ₹22310 Cr
Expense Ratio 1.76%
Min SIP ₹500
Min Lumpsum ₹1000
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