Home | NRI | Business Associates | Knowledge Bank | Careers | Back Office | Contact Us
 
 
Snapshot
Snapshot
The Wealth Company Balanced Advantage Fund-Reg (IDCW)
Select Section, which you want to view Separately
Summary
Fund Name : The Wealth Company Mutual Fund
Scheme Name : The Wealth Company Balanced Advantage Fund-Reg (IDCW)
AMC : The Wealth Company Mutual Fund
Type : Open
Category : Hybrid - Equity Oriented
Launch Date : 27-Jan-26
Fund Manager : Aparna Shanker
Net Assets:(Rs. cr) NA
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.06 NA NA NA NA NA NA -0.32
Category Avg 0.32 2.42 -0.21 4.21 14.30 14.84 12.71 12.53
Category Best 1.92 6.31 10.09 22.98 35.41 26.23 27.63 32.89
Category Worst -7.76 -5.27 -11.43 -11.45 2.19 4.13 3.29 -0.32
Statistical Ratios
Asset Allocation
Holdings
Company Name% Hold
No Data Found
 < Back Top
BSE Disclaimer     |     Disclaimer     |     Privacy Statement     |     Terms of Use     |     Feedback     |    Sitemap     |    Downloads    |     Client Bank Details
Useful Links   | Risk Disclosure   | Rules and Regulations   |   Investor Charter / Complaints   |   Smart ODR   |   Scores   |   Attention Investors   | Audit Compliance Report   | RA – Annual Compliance Audit Report 2024-25   | UPI IDs for Payment

SEBI Saa₹thi Mobile App/SEBI Investor Website  

SSJ FINANCE & SECURITIES PRIVATE LIMITED:
1st Floor, Merchant Chamber, Opp. Patkar Hall, 41, New Marine Lines, Mumbai – 400 020
SEBI Regn. Number: INZ000178436 | CDSL: IN-DP-109-2015 | ARN: 40860 | CIN: U67120MH1996PTC104822
SSJ COMMODITIES PRIVATE LIMITED:
SEBI Regn. Number: INZ000013439 | CIN: U51909MH2003PTC140481|Research Analyst SEBI Reg. No.INH000001527
2006-07 © SSJ Finance & Securities Pvt. Ltd. All Rights Reserved Designed, Developed & Maintained By
C-MOTS InfoTech(ISO 9001:2015 & ISO/IEC 27001:2022 Certified)
Content powered by Capital Market Charts are powered by TradingView