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The Wealth Company Balanced Advantage Fund

The Wealth Company·

Dynamic Asset Allocation or Balanced Advantage

1Y

-

3Y

-

5Y

-

Since Inception

-

Sharpe

-

Sortino

-

Max Drawdown

-6.21%

Volatility

-

Alpha

-

Beta

-

Info Ratio

-

Up / Down Capture

-

NAV (last ~1 year)

Fund details

AMCThe Wealth Company

Fund manager-

Data from2026-02-19

AUM₹21 Cr (January - March 2026)

Expense ratio (Direct)0.63%

Minimum lumpsum-

Minimum SIP-

Risk rating-

Investment objective

Not available.

Data quality flags

Too few overlapping months with the benchmark to compute alpha, beta, or capture ratios.
Fewer than 12 completed months of NAV history available.