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 Date22 Dec 2025
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Closing Date28 Nov 2025
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Launch Date11 Nov 2025
Closing Date25 Nov 2025
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Closing Date20 Nov 2025
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Closing Date24 Nov 2025
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Closing Date24 Nov 2025
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Closing Date20 Nov 2025
Allotment Date24 Nov 2025
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Closing Date24 Nov 2025
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Closing Date17 Nov 2025
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Closing Date10 Nov 2025
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Closing Date17 Nov 2025
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Closing Date12 Nov 2025
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Closing Date14 Nov 2025
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Launch Date28 Oct 2025
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 Date17 Oct 2025
Allotment Date24 Oct 2025
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Closing Date15 Oct 2025
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Very High Risk | Equity
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Closing Date15 Oct 2025
Allotment Date23 Oct 2025
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Very High Risk | Equity
Launch Date03 Oct 2025
Closing Date17 Oct 2025
Allotment Date27 Oct 2025
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Closing Date15 Oct 2025
Allotment Date17 Oct 2025
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Launch Date01 Oct 2025
Closing Date15 Oct 2025
Allotment Date22 Oct 2025
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Very High Risk | Equity
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Closing Date20 Oct 2025
Allotment Date28 Oct 2025
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Very High Risk | Equity
Launch Date03 Oct 2025
Closing Date17 Oct 2025
Allotment Date24 Oct 2025
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Very High Risk | Equity
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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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Very High Risk | Equity
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
Allotment Date04 Jul 2025
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Genuine Review Form Statisifed Customers
I used to avoid NFOs due to uncertainty. KSquare’s clear data and investor tools changed my mind. Now, I feel fully informed and prepared.
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FAQ's
Frequenlty Asked Question
How are NPS returns calculated?
NPS returns depend on the performance of the equity, corporate debt, and government bond funds you select within your portfolio.
Can I repatriate funds from my investments through KSquare?
Repatriation is allowed from NRE accounts. Investments via NRO are non-repatriable beyond set RBI limits.
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KSquare simplifies the process by partnering with lenders and offering a smooth, digital journey from application to disbursal.
What is the minimum amount required to start a SIP?
You can begin a SIP with as little as ₹500 per month, making it accessible for investors of all income levels.
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Mutual funds may have expense ratios and exit loads. KSquare discloses all charges clearly before you invest.
Can US or Canadian NRIs invest through KSquare?
Currently, due to compliance issues, many mutual funds restrict US/Canada NRIs. KSquare can guide you on eligible options.
What is the role of the AMC in a New Fund Offering?
The Asset Management Company (AMC) designs and manages the NFO, ensuring strategy alignment and regulatory compliance.
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KSquare provides tax guidance specific to NRIs, helping you plan and stay compliant with Indian tax laws.