MUTUAL FUNDS
Wealth Company Mutual Fund files offers document for Balanced Advantage Fund
Dec-04-2025

Wealth Company Mutual Fund has filed offer document with SEBI to launch an open ended dynamic asset allocation fund named ‘Wealth Company Balanced Advantage Fund’. The New Fund Offer price is Rs 10. Entry load will be nil. Exit load will be 1%- If redeemed/switched out within 180 days from the date of allotment, and Nil -if redeemed/switched out after 180 day from the date of allotment. The Scheme offers only Growth Option and IDCW option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance of the scheme will be benchmarked by CRISIL Hybrid 50+50 -Moderate Index-TRI. The minimum application amount is Rs 5000 and in multiples of Re 1 thereafter.

The investment objective of the scheme is to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.

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