The Wealth Company Mutual Fund has launched The Wealth Company Balanced Advantage Fund under the Hybrid: Dynamic Asset Allocation category.
The New Fund Offer (NFO) opened-on January 27, 2026, and is scheduled to close on February 10, 2026. The scheme is open-ended, with subscriptions and redemptions available after the NFO period.
The scheme seeks to provide long-term capital appreciation and income by investing in a mix of equity and debt instruments. The allocation between asset classes will be adjusted dynamically, depending on market conditions and valuations.
Investments may include listed equities, debt securities and money market instruments, subject to regulatory limits and scheme guidelines.
The fund is classified as Very High risk on the riskometer. Performance will be benchmarked against the CRISIL Hybrid 50+50 Moderate Index, which shows a balanced equity and debt allocation.
Returns will depend on market movements, interest rate trends and portfolio allocation changes over time.
The minimum investment amount is ₹5,000. Investors can opt for Growth or IDCW (Income Distribution cum Capital Withdrawal) options.
There is no lock-in period. An exit load of 1% applies on redemptions made within 180 days from the date of allotment, with no exit load generally applicable after this period.
The scheme will be managed by Aparna Shanker, Umesh Sharma, and Varun Nanavati under The Wealth Company Mutual Fund.
As a dynamic asset allocation fund, the equity-debt mix may change frequently based on market conditions, valuation metrics and interest rate movements. Portfolio composition and risk exposure will vary over time in line with the allocation framework.
The Wealth Company Balanced Advantage Fund adds to the hybrid dynamic allocation segment, combining equity and debt exposure within a single portfolio. Investors are advised to review scheme documents, including the offer document and risk factors, before making an investment decision.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.
Published on: Jan 27, 2026, 11:13 AM IST
Team Angel One
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