Compare Mutual Funds
The Wealth Company Balanced Advantage Fund
HybridDynamic Asset Allocation
Select a Mutual Fund
Risk
Very High
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Rating
-
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Min SIP Amount
₹250
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Expense Ratio
3.29
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NAV
₹9.32
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Fund Started
27 Jan 2026
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Fund Size
₹42.58 Cr
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Exit Load
Exit load of 1%, if redeemed within 180 days.
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1 Year
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3 Year
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5 Year
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Equity
73.09%
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Cash
2.52%
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Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 3.08% |
Billionbrains Garage Ventures Ltd. | 3.01% |
ICICI Bank Ltd. | 2.64% |
SEDEMAC Mechatronics Ltd. | 2.54% |
CG Power and Industrial Solutions Ltd. | 2.41% |
Divi's Laboratories Ltd. | 2.40% |
Eternal Ltd. | 2.38% |
Dr. Lal Pathlabs Ltd. | 2.18% |
Bajaj Auto Ltd. | 2.04% |
Ramkrishna Forgings Ltd. | 2.02% |
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Name
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Start Date
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Description
The schemes seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
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Launch Date
27 Jan 2026
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