← All funds
Fund comparison
See which fund actually fits you.
Compare returns, expense ratios, AUM and risk side-by-side. Add up to four funds.
Fund
The Wealth Company Mutual Fund
The Wealth Company Balanced Advantage Fund - Regular Growth
Hybrid: Dynamic Asset Allocation
NAV
₹9.87
1-day change
-0.80%
Inception return
-1.04%
Benchmark (inception)
+11.10%
Expense ratio
3.04%
Riskometer
Very High
Benchmark
CRISIL Hybrid 50+50 Moderate Index
Fund manager
Ms. Aparna Shanker, Mr. Umesh Sharma, Mr. Varun Nanavati
Inception date
27-01-2026
Asset class
Open fund page
Need help picking?
Our team can shortlist 3–5 funds for your specific goal, risk profile and tax situation in 30 minutes.