The Wealth Company Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
Very High Risk
Launch date27 Jan 2026
Allotment date16 Feb 2026
End date10 Feb 2026
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Umesh Sharma
Jan 2026 - Present
View details

Education
Mr. Sharma is a B.Com (H), CS and CA.
Experience
Prior to joining The Wealth Company Mutual Fund he has worked with Franklin Templeton MF, ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
Also manages these schemes

Aparna Shanker
Jan 2026 - Present
View details

Education
MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
Experience
Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
Also manages these schemes

Varun Nanavati
Jan 2026 - Present
View details

Education
B.COM and Chartered Accountant
Experience
Prior to joining the The Wealth Company MF, he was associated with Crisil Ratings Ltd, Citi, KPMG India.
Also manages these schemes

Fund house & investment objective

Rank (total assets)NA
Total AUM₹1,374.13Cr
Date of Incorporation18 Jul 2025

The Wealth Company Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by The Wealth Company Mutual Fund. This scheme was made available to investors on 18 Jul 2025. Umesh Sharma is the Current Fund Manager of The Wealth Company Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,374 Cr and the Latest NAV as of 27 Jan 2026 is ₹10.00. The The Wealth Company Balanced Advantage Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹250. Exit load of 1%, if redeemed within 180 days. ;

Investment Objective

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

Fund benchmarkCRISIL Hybrid 50+50 Moderate Index

Fund house contact details

Address
Pantomath Nucleus House,Saki Vihar Road, Andheri (E),Mumbai, Maharashtra Mumbai 400072
Phone
1800 267 3454
Launch Date
18 Jul 2025
E-mail
NA
Website

Peer Comparison

Hybrid, Dynamic Asset Allocation fundsRating1Y3YFund Size(Cr)
5
10.9%18.6%1,06,820.61
5
11.6%15.1%40,202.72
4
13.7%14.4%70,343.40
4
11.1%14.2%9,597.81
4
11.0%13.7%3,701.59