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The Wealth Company Balanced Advantage Fund Direct-Growth

Hybrid: Dynamic Asset Allocation - Growth (Open ended)

The Wealth Company Balanced Advantage Fund Direct-GrowthNAV: 10.03 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Hybrid: Dynamic Asset AllocationBenchmark: CRISIL Hybrid 50+50 Moderate Index

NAV: ₹10.03+0.08%

17 Jul 2026

Similar Funds

Side-by-side comparison of The Wealth Company Balanced Advantage Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	—	2.48%	—
3Y Return	—	10.77%	—
5Y Return	—	9.97%	—
10Y Return	—	10.20%	—

Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.

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Funds in Hybrid: Dynamic Asset Allocation

Top funds by AUM in the Hybrid: Dynamic Asset Allocation category — see how The Wealth Company Balanced Advantage Fund Direct-Growth compares on size and returns.

HDFC Balanced Advantage Fund Direct-Growth

ICICI Prudential Balanced Advantage Direct-Growth

SBI Balanced Advantage Fund Direct-Growth

ICICI Prudential Dynamic Asset Allocation Active FoF Direct-Growth

Kotak Balanced Advantage Fund Direct-Growth

Funds Tracking CRISIL Hybrid 50+50 Moderate Index

Top funds tracking the CRISIL Hybrid 50+50 Moderate Index — sorted by AUM to show the largest options available.

ICICI Prudential Balanced Advantage Direct-Growth

ICICI Prudential Dynamic Asset Allocation Active FoF Direct-Growth

Nippon India Balanced Advantage Fund Direct-Growth

Aditya Birla Sun Life Balanced Advantage Fund Direct-Growth

Tata Balanced Advantage Fund Direct-Growth

Frequently Asked Questions

Which funds are similar to The Wealth Company Balanced Advantage Fund Direct-Growth?

Funds similar to The Wealth Company Balanced Advantage Fund Direct-Growth in the Hybrid: Dynamic Asset Allocation category include HDFC Balanced Advantage Fund Direct-Growth, ICICI Prudential Balanced Advantage Direct-Growth, and SBI Balanced Advantage Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of The Wealth Company Balanced Advantage Fund Direct-Growth in its category?

The category rank of The Wealth Company Balanced Advantage Fund Direct-Growth is shown in the Trailing Returns section above.

How does The Wealth Company Balanced Advantage Fund Direct-Growth's expense ratio compare to similar funds?

The Wealth Company Balanced Advantage Fund Direct-Growth has an expense ratio of 1.10%. The peers HDFC Balanced Advantage Fund Direct-Growth has an expense ratio of 0.77% and ICICI Prudential Balanced Advantage Direct-Growth has 1.06%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does The Wealth Company Balanced Advantage Fund Direct-Growth's AUM compare to similar funds?

The Wealth Company Balanced Advantage Fund Direct-Growth has an AUM of ₹47.96 crore. The peers HDFC Balanced Advantage Fund Direct-Growth has an AUM of ₹1,06,456 crore and ICICI Prudential Balanced Advantage Direct-Growth has ₹72,486.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Hybrid: Dynamic Asset Allocation?

The top performing fund in the Hybrid: Dynamic Asset Allocation category on a 3-year basis is Quant Dynamic Asset Allocation Fund Direct-Growth with a CAGR of 16.11% as of 16 Jul 2026. The Wealth Company Balanced Advantage Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does The Wealth Company Balanced Advantage Fund Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of The Wealth Company Balanced Advantage Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.