The Wealth Company Balanced Advantage Fund – Regular Plan – Idcw Payout – Demat/Physical
The Wealth Company Balanced Advantage Fund – Regular Plan – Idcw Payout – Demat/Physical
High Risk | Equity
Fund Overview
Launch Date
27 Jan 2026
End Date
10 Feb 2026
Allotment Date
16 Feb 2026
NAV
₹10
Expense Ratio, Exit Load & Tax
Expense ratio
Nil
Exit load
1% if redeemed within 180 days.
Minimum Investment Amounts
Minimum Investment (Rs.)
₹5,000.00
Minimum Additional Investment (Rs.)
₹1,000.00
Minimum SIP Investment (Rs.)
₹250.00
Minimum Withdrawal (Rs.)
₹1.00
Fund Managment
Umesh Sharma
Since Jan 2026
Education
Mr. Sharma is a B.Com (H), CS and CA.
Experience
Prior to joining The Wealth Company Mutual Fund he has worked with Franklin Templeton MF, ICICI Bank Ltd., UTI Mutual Fund, Invesco Mutual Fund and JM Financials.
Fund House & Investment Objective
The Wealth Company Balanced Advantage Fund - Regular Plan - Idcw Payout - Demat/Physical
The Wealth Company Balanced Advantage Fund (Regular Plan - IDCW Payout) is an open-ended dynamic asset allocation hybrid fund. It dynamically manages investments between equity and debt to balance risk and returns. The IDCW Payout option distributes dividends to investors when declared, rather than reinvesting them.
Investment Objective
The schemes seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments.
Fund benchmark
CRISIL Hybrid 50+50 Moderate Index
Fund House Contact Details
Address
Pantomath Nucleus House, Saki Vihar Road, Andheri (E), Mumbai, Maharashtra - 400072
Phone
1800 267 3454
Launch Fund Date
27 Jan 2026
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Closing Date24 Nov 2025
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Closing Date24 Nov 2025
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Closing Date10 Nov 2025
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Closing Date17 Nov 2025
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Closing Date14 Nov 2025
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Closing Date11 Nov 2025
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Closing Date07 Nov 2025
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Closing Date07 Nov 2025
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Closing Date15 Oct 2025
Allotment Date23 Oct 2025
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Closing Date17 Oct 2025
Allotment Date27 Oct 2025
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Closing Date15 Oct 2025
Allotment Date22 Oct 2025
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Closing Date20 Oct 2025
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Closing Date17 Oct 2025
Allotment Date24 Oct 2025
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Closing Date24 Jun 2025
Allotment Date27 Jun 2025
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Closing Date23 Jun 2025
Allotment Date25 Jun 2025
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Launch Date09 Jun 2025
Closing Date23 Jun 2025
Allotment Date27 Jun 2025
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Very High Risk | Equity
Launch Date05 Jun 2025
Closing Date19 Jun 2025
Allotment Date25 Jun 2025
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Very High Risk | Others
Launch Date05 Jun 2025
Closing Date19 Jun 2025
Allotment Date25 Jun 2025
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Very High Risk | Equity
Launch Date13 Jun 2025
Closing Date27 Jun 2025
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