The Wealth Company Balanced Advantage Fund - Regular IDCW
Expense Ratio: 2.33
Risk: -
Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Plan: Regular
Benchmark: -
Inception: 27-01-2026
Exit Load: Nil
Fund Size:-
Performance
1Y
FundN/A
Cat. Avg.0.96%
2Y
FundN/A
Cat. Avg.2.22%
3Y
FundN/A
Cat. Avg.9.47%
5Y
FundN/A
Cat. Avg.8.75%
10Y
FundN/A
Cat. Avg.9.98%
SI
Fund-0.35%
Cat. Avg.8.52%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 09 Mar, 26 | 25000 | 25285 | +1.1% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 19 Feb, 26 | 1 L. | 99653 | -0.3% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.