The Wealth Company Mutual Fund launches The Wealth Company Balanced Advantage Fund

30 Jan,   2026 By: Eastern Fin Research Team #Mutual Fund

NFO period: 27th Jan - 10th Feb, 2026

Highlights of the NFO:

  • Scheme type - An open ended dynamic asset allocation fund.

  • Investment 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.

  • Product suitability - This product is suitable for investors who are seeking long term capital appreciation. Investment in equity and equity related securities, debt and money market instruments through dynamic asset allocation.

  • Minimum Application Amount - Rs. 5000/- and in multiples of Re. 1/- thereafter.

  • Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).

  • Fund Managers - Mrs. Aparna Shanker, Mr. Umesh Sharma & Mr. Varun Nanavati

  • Benchmark - CRISIL Hybrid 50+50 - Moderate Index- TRI
Download - KIM
Download - SID

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)

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