Compare Mutual Funds
The Wealth Company Balanced Advantage Fund
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
3.13
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NAV
₹9.96
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Fund Started
27 Jan 2026
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Fund Size
₹47.96 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
66.79%
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Cash
1.47%
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Top 10 Holdings
HDFC Bank Ltd. | 4.16% |
ICICI Bank Ltd. | 2.76% |
Billionbrains Garage Ventures Ltd. | 2.52% |
Trent Ltd. | 2.48% |
State Bank of India | 2.11% |
Bajaj Finance Ltd. | 1.89% |
Larsen & Toubro Ltd. | 1.88% |
Maruti Suzuki India Ltd. | 1.80% |
Crisil Ltd. | 1.75% |
Shriram Finance Ltd | 1.66% |
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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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