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The Wealth Company Mutual Fund logo

the Wealth Company Balanced Advantage Fund Direct Plan IDCW Reinvestment - NFO

HybridDynamic Asset Allocation or Balanced Advantage

NFO Details

Open Date27 Jan`26
Close Date10 Feb`26
NAV₹10

Investment Details

₹250
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Risk Involved

scale
Your principal will be at
Very High Risk

Tax Implications

Tax on gains as per your income tax bracket

The Wealth Company Mutual Fund Managers

AS

Aparna Shanker

Fund Manager since Jan 2026

US

Umesh Sharma

Fund Manager since Jan 2026

VN

Varun Nanavati

Fund Manager since Jan 2026

Fund House Details

The Wealth Company Mutual Fund

The Wealth Company Mutual Fund

Asset management company

AUM
₹1,421.25 Cr.
No. of Schemes
18
Setup Date
2019

Schemes by The Wealth Company Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
The Wealth Company Mutual Fund logo

Hybrid . Arbitrage Fund

the Wealth Company Arbitrage Fund Direct Growth
0%
The Wealth Company Mutual Fund logo

Hybrid . Arbitrage Fund

the Wealth Company Arbitrage Fund Direct IDCW Payout
0%
The Wealth Company Mutual Fund logo

Hybrid . Arbitrage Fund

the Wealth Company Arbitrage Fund Direct IDCW Reinvestment
0%
The Wealth Company Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

the Wealth Company Balanced Advantage Fund Direct Plan Growth
0%
The Wealth Company Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

the Wealth Company Balanced Advantage Fund Direct Plan IDCW Payout
0%

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FAQs

The open date for investing in the Wealth Company Balanced Advantage Fund Direct Plan IDCW Reinvestment is 27 Jan`26.
The close date for investing in the Wealth Company Balanced Advantage Fund Direct Plan IDCW Reinvestment is 10 Feb`26.
The minimum investment amount required to invest in the Wealth Company Balanced Advantage Fund Direct Plan IDCW Reinvestment is ₹250.
The Fund Manager for the Wealth Company Balanced Advantage Fund Direct Plan IDCW Reinvestment is Umesh Sharma.

ENTER AMOUNT

₹
₹0 in 3Y at 0% returns
SIP Date1st of every month

Your next SIP Payment will be on 2 March 2026

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