Compare Mutual Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

The Wealth Company Balanced Advantage Fund

Select a Mutual Fund

Risk	Very High	-
Rating	-	-
Min SIP Amount	₹250	-
Expense Ratio	2.36	-
NAV	₹9.84	-
Fund Started	27 Jan 2026	-
Fund Size	₹45.02 Cr	-
Exit Load	Exit load of 1%, if redeemed within 180 days.	-

Risk

Very High

Rating

Min SIP Amount

₹250

Expense Ratio

2.36

NAV

₹9.84

Fund Started

27 Jan 2026

Fund Size

₹45.02 Cr

Exit Load

Exit load of 1%, if redeemed within 180 days.

1 Year

3 Year

5 Year

Equity	71.57%	-
Cash	1.35%	-

Equity

71.57%

Cash

1.35%

Top 10 Holdings


HDFC Bank Ltd.	4.43%
ICICI Bank Ltd.	3.09%
Reliance Industries Ltd.	2.69%
Bajaj Finance Ltd.	2.19%
ICICI Prudential Asset Management Company Ltd.	2.12%
Larsen & Toubro Ltd.	2.01%
Infosys Ltd.	1.94%
State Bank of India	1.91%
Eternal Ltd.	1.88%
Divi's Laboratories Ltd.	1.88%

Top 10 Holdings


HDFC Bank Ltd.	4.43%
ICICI Bank Ltd.	3.09%
Reliance Industries Ltd.	2.69%
Bajaj Finance Ltd.	2.19%
ICICI Prudential Asset Management Company Ltd.	2.12%
Larsen & Toubro Ltd.	2.01%
Infosys Ltd.	1.94%
State Bank of India	1.91%
Eternal Ltd.	1.88%
Divi's Laboratories Ltd.	1.88%

Name	-	-
Start Date	-	-

Name

Start Date

Description	The schemes seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.	-
Launch Date	27 Jan 2026	-

Description

The schemes seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

Launch Date

27 Jan 2026