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The Wealth Company Balanced Advantage Fund NFO
Offer Price
₹10.00
Min. Investment
₹1000
Open Date
27 Jan 2026
Close Date
10 Feb 2026
SIP Amount
₹250
Fund Status
The Wealth Company Balanced Advantage Fund is a New Fund Offer (NFO) by Wealth Company Asset Management Holdings Private Limited categorized under Balanced. The NFO is open for subscription from 27 Jan 2026 to 10 Feb 2026. Investors can subscribe with a lumpsum investment of ₹1,000. The offer price is ₹10.00 per unit. The fund will be managed by Aparna Shanker. The fund has a risk rating of 'Very High' . It will benchmark against CRISIL Hybrid 50 + 50 - Moderate Total Return Index.
Fund Details
Fund Objective
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.
AMC Details
Mr. Umesh Sharma (Debt)
Mr. Varun Nanavati (Debt)
Top Funds from Hybrid - Dynamic Asset Allocation/Balanced Advantage
|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
ITI Balanced Advantage Fund
Hybrid
Regular
|
₹14 | 3.97% | 32.63% | 48.18% | ₹381 | 2.39% |
Moderately High
|
|
Tata Balanced Advantage Fund
Hybrid
Regular
|
₹20.23 | 5.75% | 32.48% | 53.48% | ₹9,402 | 1.73% |
High
|
|
Tata Balanced Advantage Fund
Hybrid
Regular
|
₹20.23 | 5.75% | 32.48% | 53.48% | ₹9,402 | 1.73% |
High
|
|
Tata Balanced Advantage Fund
Hybrid
Regular
|
₹20.23 | 5.75% | 32.48% | 53.48% | ₹9,402 | 1.73% |
High
|
|
LIC MF Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹14.02 | 4.20% | 32.26% | 0.00% | ₹710 | 1.21% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹13.03 | 2.76% | 32.15% | 0.00% | ₹3,567 | 1.90% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹13.03 | 2.76% | 32.15% | 0.00% | ₹3,567 | 1.90% |
Very High
|
|
NJ Balanced Advantage Fund
Hybrid
Regular
|
₹13.03 | 2.76% | 32.15% | 0.00% | ₹3,567 | 1.90% |
Very High
|
|
Sundaram Balanced Advantage Fund
Hybrid
Regular
|
₹34.19 | 5.29% | 31.53% | 47.70% | ₹1,705 | 2.06% |
Moderately High
|
|
Shriram Balanced Advantage Fund - Direct Plan
Hybrid
Direct
|
₹18.49 | 5.27% | 30.52% | 47.77% | ₹55 | 1.00% |
Very High
|
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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