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Sensex 81,666.46 +1.17%
|
Nifty 25,088.40 +1.06%
|
22k Gold ₹ 13,490 /gm
|
Silver ₹ 3,00,000/kg
|
Petrol ₹ 103.54
|
Diesel ₹ 90.03
|
Crude Oil $66.00
|
USD ₹ 91.51
|
Sensex 81,666.46 +1.17%
|
Nifty 25,088.40 +1.06%
|
22k Gold ₹ 13,490 /gm
|
Silver ₹ 3,00,000/kg
|
Petrol ₹ 103.54
|
Diesel ₹ 90.03
|
Crude Oil $66.00
|
USD ₹ 91.51
|
Sensex 81,666.46 +1.17%
|
Nifty 25,088.40 +1.06%
|
22k Gold ₹ 13,490 /gm
|
Silver ₹ 3,00,000/kg
|
Petrol ₹ 103.54
|
Diesel ₹ 90.03
|
Crude Oil $66.00
|
USD ₹ 91.51
New Fund Offers

The Wealth Company Balanced Advantage Fund NFO

By The Wealth Company Mutual Fund Hybrid Balanced
Open for Subscription Closes in 7 days

Offer Price

₹10.00

Min. Investment

₹1000

Open Date

27 Jan 2026

Close Date

10 Feb 2026

SIP Amount

₹250

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

Offer Price
₹10.00 per unit
Subscription Period
27 Jan 2026 to 10 Feb 2026
Min. Lumpsum Amount
₹1000
SIP Amount
Rs. 250
Scheme Type
Open Ended
Category
Hybrid - Dynamic Asset Allocation/Balanced Advantage
Risk Level
Very High
Exit Load
1%
Benchmark
CRISIL Hybrid 50 + 50 - Moderate Total Return Index
Plan Options
Growth, IDCW, IDCW-Reinvestment

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

Name
The Wealth Company Mutual Fund
Fund Managers
Ms. Aparna Shanker (Equity)
Mr. Umesh Sharma (Debt)
Mr. Varun Nanavati (Debt)
Website
https://www.wealthcompanyamc.in

Top Funds from Hybrid - Dynamic Asset Allocation/Balanced Advantage

Show More
Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Union Balanced Advantage Fund
Hybrid Regular
₹20.30 7.12% 32.94% 48.83% ₹1,347 2.16%
Very High
PGIM India Balanced Advantage Fund
Hybrid Regular
₹15.14 5.95% 32.34% 0.00% ₹929 2.21%
Very High
Union Balanced Advantage Fund - Direct Plan
Hybrid Direct
₹21.17 4.23% 32.31% 52.08% ₹1,347 1.04%
Very High
Union Balanced Advantage Fund - Direct Plan
Hybrid Direct
₹21.17 4.23% 32.31% 52.08% ₹1,347 1.04%
Very High
UTI Unit Linked Insurance Plan (ULIP) - Direct Plan
Hybrid Direct
₹44.92 4.42% 32.04% 49.85% ₹5,212 1.04%
High
DSP Dynamic Asset Allocation Fund - Direct Plan
Hybrid Direct
₹16.97 5.88% 31.37% 34.26% ₹3,709 0.67%
Moderately High
DSP Dynamic Asset Allocation Fund - Direct Plan
Hybrid Direct
₹16.97 5.88% 31.37% 34.26% ₹3,709 0.67%
Moderately High
Mahindra Manulife Balanced Advantage Fund - Direct Plan
Hybrid Direct
₹13.29 0.40% 30.63% 0.00% ₹928 0.52%
Very High
Mahindra Manulife Balanced Advantage Fund - Direct Plan
Hybrid Direct
₹13.29 0.40% 30.63% 0.00% ₹928 0.52%
Very High
LIC MF Balanced Advantage Fund
Hybrid Regular
₹13.45 3.74% 29.94% 0.00% ₹742 2.32%
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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