The Current NAV of The Wealth Company Balanced Advantage Fund - Growth - Direct Plan is ₹9.89.

It is better to invest in a fund with a longer track record as The Wealth Company Balanced Advantage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50, as the Funds portfolio is similar to its benchmark.

The Wealth Company Balanced Advantage Fund - Growth - Direct Plan fund’s expense ratio is 0.37%

The process for redemption is

• Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
• You will get information about the redemption and the NAV at which redeemed.
• The amount will be deposited in the designated bank account.

The AUM of The Wealth Company Balanced Advantage Fund - Growth - Direct Plan is currently ₹42 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 24% of fund’s portfolio respectively.

Top three sectors of The Wealth Company Balanced Advantage Fund - Growth - Direct Plan fund are Others, BFSI and Auto accounting for 58% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Balanced Advantage it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of The Wealth Company Balanced Advantage Fund - Growth - Direct Plan Fund is Hybrid - Balanced Advantage.

Aparna Shanker and Umesh Sharma manage the The Wealth Company Balanced Advantage Fund - Growth - Direct Plan Fund.

The Wealth Company Balanced Advantage Fund - Growth - Direct Plan current PE ratio is 31.77 and PB ratio is 6.20

The asset allocation of The Wealth Company Balanced Advantage Fund - Growth - Direct Plan is Stocks : 66.22%, Debt : 33.77% and Gold : 0%

The minimum SIP amount for The Wealth Company Balanced Advantage Fund - Growth - Direct Plan is ₹250.00 and minimum lumpsum is ₹5000.00

The exit load for The Wealth Company Balanced Advantage Fund - Growth - Direct Plan is 1% on or before 180 days, Nil after 180 days