The Wealth Company Balanced Advantage Fund
Because your investment needs BALANCE you may trust.
Quick Reasons to Invest
Stay Balanced When Markets Don’t
Markets rise and fall. This fund adjusts between equity and debt to help your portfolio stay steady.
Growth with a Cushion
Equity aims to grow your money. Debt helps reduce volatility. Together, they aim to balance risk and reward.
No Market Timing Required
You don’t need to decide when to be aggressive or cautious. The fund makes those shifts for you.
Designed for Real Investors
Built for people who want long-term growth without tracking markets every day.
One Fund. Smarter Decisions Inside.
Asset allocation, rebalancing, and risk management — all handled within a single portfolio.
Fund Snapshot
| Feature | Details |
|---|---|
| Type | An open ended dynamic asset allocation fund investing in debt and equity instruments only |
| Minimum Lumpsum Investment | ₹5,000 and in multiples of ₹1 thereafter |
| SIP | Starting from ₹250 |
| Minimum Redemption | Any amount or any number of units |
| Entry Load | Nil |
| Exit Load | 1% if redeemed/switched out within 180 days from the date of allotment. Nil thereafter |
| Plans / Options | Direct Plan / Regular Plan – Growth & IDCW (Payout / Reinvestment) |
| Riskometer | Very High Risk |
Investment Objective
To provide long-term capital appreciation / income from a dynamic mix of equity and debt investments.
There is no assurance or guarantee that the investment objective of the scheme will be achieved.
Our Investment Approach
A) C.H.A.N.G.E. Framework
Capable Management
Proven leadership with vision, experience and the ability to adapt
Historical performance
Sound operating metrics, efficient capital allocation and strong return ratios
Attractive valuations
Entry at reasonable prices based on comparative and dynamic metrics
Navigating market cycles
Management's ability to respond to economic shifts and competitive changes
Governance & transparency
Alignment with minority shareholders and clean corporate practices
Earnings growth & execution excellence
Scalable models with consistent growth and operational delivery
B) E.D.G.E. Framework
Exchange and market specific indicators
Domestic indicators
Global indicators
Exit & Rebalancing Strategy
Fund Managers
Ms. Aparna Shanker
(Equity)
Over 32 years of experience in the Mutual Fund industry across various domains. From Apr 2022 to Jan 2025: Fund Manager, SBI Resurgent India Opportunities Fund. From Sept 2012 to Mar 2022: Fund Manager, SBI ESG Fund (PMS), Amundi India Infrastructure Opportunities Fund (international mandate managed by SBI Funds Management). She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past.
Mr. Umesh Sharma
(Debt)
Over 20 years of experience managing debt portfolios at Franklin Templeton and ICICI. Recognized for consistency, macro-awareness and disciplined duration management.
Mr. Varun Nanavati
(Debt)
Chartered Accountant with expertise in equity, credit and financial research. Former Senior Analyst at CRISIL Ratings, bringing rigorous evaluation skills to identify opportunities and build value-driven portfolios.
Product Label
This product is suitable for investors who are seeking*:
● Longterm capital appreciation.
● Investment in equity and equity related securities, debt and money market instruments through dynamic asset allocation.
*Investors should consult their financial advisors if in doubt about whether the scheme is suitable for them.
Scheme Risk-o-meter
Investors understand that their principal will be at Very High Risk
Balanced Advantage Fund
Benchmark Risk-o-meter
The Risk of the Benchmark is High Risk
As per AMFI Tier I Benchmark-CRISIL Hybrid 50+50 – Moderate Index (Total Return Index)
The Wealth Company Balanced Advantage Fund FAQs
The Wealth Company Balanced Advantage Fund