Compare The Wealth Company Balanced Advantage Fund Direct Growth

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朕天下娛樂城

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Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
The Wealth Company Balanced Advantage Fund Direct GrowthHybrid
Dynamic Asset Allocation
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The Wealth Company Balanced Advantage Fund Direct Growth

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1Y

Fund Details

Risk
Very High
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Min SIP Amount
?250
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Expense Ratio
3.81%
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NAV
?10.1 (18-Jun-2026)
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Fund Started
16-Feb-2026
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Fund Size
?47Cr
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Exit Load
Exit load of 1%, if redeemed within 180 days.
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Returns

1Y
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3Y
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5Y
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Pros & Cons

Pros
Found nothing so far.
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Cons
Found nothing so far.
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Holding Analysis

Top 5
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Top 20
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P/E
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P/B
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Turnover
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Equity
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Cash
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Top Holdings

Top 10 Holdings
Name
Assets
Others CBLO
13.5%
HDFC Bank Ltd
4.8%
BANK OF BARODA CD 05JUN26
4.3%
Indian Railway Finance Corporation Ltd Debenture 7.49 30/05/2027
4.3%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23I 7.62 LOA 31JN28 FVRS1LAC
4.3%
ICICI Bank Ltd
3.5%
Reliance Industries Ltd
3.0%
Larsen & Toubro Ltd
2.4%
Infosys Ltd
2.2%
CANARA BANK CD 03JUN26
2.1%
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Fund Manager

Name
Aparna Shanker
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Education
MBA (Finance), PGD in Treasury & Forex Management, B.Sc., LLB.
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Experience
Prior to joining the The Wealth Company MF, she was associated with SBI MF, Unit Trust of India, Birla Global Finance and Sahara Mutual Fund.
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About Fund

Description
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Launch Date
18 Jul 2025
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Custodian
HDFC Bank
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Registrar & Transfer Agent
KFin Tech
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Home>Mutual Funds>Compare The Wealth Company Balanced Advantage Fund Direct Growth

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銀行貸款小額借貸線上貸款汽車貸款手機貸瘋正妹橘子影城古蹟交流社東森新聞手機板東森新聞港書館 super娛樂城金鈦城娛樂城信用版娛樂城贏家娛樂城 WG娛樂城