Wealth Company Launches Balanced Advantage Fund: NFO Opened on January 27

The Wealth Company Mutual Fund, part of the Pantomath Group, has launched the Wealth Company Balanced Advantage Fund, an open-ended scheme built on a dynamic asset allocation strategy.

NFO Timeline & Details

The fund aims to maintain diversification across market capitalisations while managing equity exposure through a model-driven framework. The debt portion will focus on interest rate and credit risk management through active duration and security selection.

• Opening Date: January 27
• Closing Date: February 10
• Reopening for Continuous Sale/Repurchase: February 19
• Equity & Equity-Related Instruments: Minimum 65%
• Debt & Money Market Securities: Up to 35%

The scheme will be benchmarked against the CRISIL Hybrid 50+50 Moderate Index Total Return Index, reflecting its balanced equity-debt approach.

Investment Objective

The fund seeks to generate long-term capital appreciation by investing across equity and debt instruments. Asset allocation will be actively adjusted based on market conditions, valuations, and risk indicators.

Also Read: Quant vs Parag Parikh ELSS Fund: Comparing 3-Year and 5-Year Returns

About Balanced Advantage Funds

Balanced advantage funds aim to smooth returns over market cycles by dynamically adjusting allocations between equity and debt. They provide investors with exposure to both growth-oriented and income-oriented assets, making them suitable for those seeking a balance between risk and return.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a private 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 scheme-related documents carefully.