The Wealth Company Balanced Advantage Fund-Dir (G)

You can invest in The Wealth Company Balanced Advantage Fund-Dir (G) through a lump sum investment or a monthly SIP. The minimum lump sum investment is ₹5,000 and the minimum SIP amount is ₹100.

The latest NAV of The Wealth Company Balanced Advantage Fund-Dir (G) is ₹10.00.

The Wealth Company Balanced Advantage Fund-Dir (G) manages assets worth ₹47.77 Cr.

The expense ratio of The Wealth Company Balanced Advantage Fund-Dir (G) is 1.34%.

The exit load applicable on The Wealth Company Balanced Advantage Fund-Dir (G) is 1% - If redeemed/switched out within 180 days from the date of allotment. Nil - if redeemed/switched out after 180 days from the date of allotment..

As per the riskometer, The Wealth Company Balanced Advantage Fund-Dir (G) carries Very High risk.

The Wealth Company Balanced Advantage Fund-Dir (G) is managed by The Wealth Company Mutual Fund.

The Wealth Company Balanced Advantage Fund-Dir (G) belongs to the Dynamic Asset Allocation Fund or Balanced Advantage Fund category.

The Wealth Company Balanced Advantage Fund-Dir (G) is benchmarked against the CRISIL Hybrid 50+50 - Moderate Index.

The Wealth Company Balanced Advantage Fund-Dir (G) has no lock-in period, so units can be redeemed at any time subject to the applicable exit load.

The Wealth Company Balanced Advantage Fund-Dir (G) was launched on 16 Feb 2026.

After the initial investment, you can invest in The Wealth Company Balanced Advantage Fund-Dir (G) in further multiples of ₹1,000.

To provide long term capital appreciation / income from a dynamic mix of equity and debt investments. There is no assurance or guarantee that the investment objective of the Scheme will be achieved.