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Wealth Company Asset Management Holdings Pvt. Ltd. Logo

The Wealth Company Balanced Advantage Fund - Regular Plan - Growth

Balanced Advantage

NA

Very High

NAV (05 Mar 2026)
₹ 9.84

Fund Overview

Fund Size (Rs.)
NA

Benchmark Index
----

Scheme Type
6

ISIN
INF2F0001446

Expense Ratio
NA

Minimum SIP (Rs.)

Launch Date
16 Feb 2026

Fund House
Wealth Company Asset Management Holdings Pvt. Ltd.

Exit Load

Investment Returns (CAGR)

1 yr.

3 yr.

5 yr.

Since Inception.

Investment Returns Calculator

Monthly investment
₹10000
Time period
3yr
Expected Annual Return
10%
Your results
Total Value of your Investment:
Invested Amount
Est. Returns
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Check your eligible loan amount against your mutual funds.

Total Value of your mutual fund
₹
You are eligible for
₹
50,000
Minimum portfolio value: ₹50,000
Interest Rate: 10% *
Choose tenure
installment options
Balloon
help

Balloon Payment

(Interest only)

Pay monthly installments towards interest only. Settle the principal at the end of tenure.
₹
416
per month
EMI
₹
4395
per month
Apply For Loan

Loan facility is provided by our NBFC partner

ISFL Lender
SCCL Lender

What is a
loan against
mutual funds?

With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
Apply now
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About The Wealth Company Balanced Advantage Fund - Regular Plan - Growth

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