The Wealth Company Mutual Fund · Hybrid · Balanced Advantage · Direct plan
The Wealth Company Balanced Advantage Fund - Direct Plan - Growth
₹9.5121NAV on 30 Oct 2026Expense ratio 1.26%
19 Feb 2026NAV low 9.32 · high 10.25-4.6%
In plain words
Its worst fall from a peak in the last 3 years was -9.1%.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.7% | +1.9% |
| 3 months | -5.3% | -5.1% |
| 6 months | -4.4% | -3.2% |
Other plan of this fund: The Wealth Company Balanced Advantage Fund - Regular Plan - Growth