WC
The Wealth Company Mutual Fund
The Wealth Company Balanced Advantage Fund
NAV 27 Oct 2026+0.83% on the day
1 yearnot yetlaunched 19 Feb 2026
3 yearsnot yetlaunched 19 Feb 2026
5 yearsnot yetlaunched 19 Feb 2026
Since launch-6.2%in total, from 19 Feb 2026
How ₹10,000 has grown
Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹9,381is what ₹10,000 put in on 19 Feb 2026 is worth today-6.2%
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.
Returns
Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the open-ended Regular growth Balanced Advantage funds on AMFI’s list.
| Period | This fund | Category | Rank |
|---|---|---|---|
| 1 month | -5.3% | ||
| 6 months | -5.6% | ||
| This yearsince 31 Dec | not old enough | ||
| 1 year | not old enough | -3.8% a year | |
| 3 yearsannualised | not old enough | +7.7% a year | |
| 5 yearsannualised | not old enough | +6.9% a year | |
| 10 yearsannualised | not old enough | ||
| Since launch19 Feb 2026 | -6.2% |
How bumpy the ride has been
Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.
LowModerateHighVery high
High swing. Real swings. Expect years where it falls by a fifth or more before it recovers.
Volatility10.3%annualised, 3 years
Worst fall-9.4%Aug 2026 to Oct 2026
Recoverynot yetmonths back to the old high
Fund facts
From AMFI’s scheme master.
Fund houseThe Wealth Company Mutual Fund
CategoryBalanced Advantage
Theme on CrowwdBest of Both
Launched19 Feb 2026 (0.7 years)
Plan and optionRegular, Growth
ISININF2F0001446
AMFI scheme code154183
52-week range₹9.1895 to ₹10.1405
Same theme
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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how The Wealth Company Balanced Advantage Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.