MUTUAL FUNDS
The Wealth Company MF introduces Balanced Advantage Fund
Jan-27-2026

The Wealth Company Mutual Fund has launched The Wealth Company Balanced Advantage Fund, an open-ended dynamic asset allocation fund. The NFO opens for subscription on January 27, 2026 and closes on February 10, 2026. The Entry Load is not applicable for the scheme. The 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 days from the date of allotment. The minimum subscription amount is Rs 5,000/- and in multiples of Rs. 1/- thereafter.

The performance of the Scheme will be benchmarked against CRISIL Hybrid 50+50 – Moderate Index (Total Return Index) and its fund managers are Aparna Shanker, Umesh Sharma and Varun Nanavati.

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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