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SCHEME SNAPSHOT

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Fund :	The Wealth Company Mutual Fund
Category :	Hybrid - Dynamic Asset Allocation/Balanced Advantage
Type :	Open Ended
NAV()	0.0000

Snapshot

Inception Date	27/01/2026	Fund Manager	Ms. Aparna Shanker
Initial Price	10.00	Min. Invest.	₹ 1000
Objectives	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.
Entry Load	Nil
Exit Load	1% - If redeemed/switched out within 180 days from the date of allotment. Nil - if redeemed/switched out after 180 days from the date of allotment.
Scheme Plan	Growth
Scheme Class	Equity - Hybrid
Scheme Type	Open Ended

Trailing Returns

Type	1 Mth(in %)	3 Mths(in %)	1 Yr(in %)	3 Yrs(in %)
Category	-0.22	0.18	8.33	28.93
Sensex	-2.84	-2.53	7.18	11.41
Nifty	-2.38	-2.15	8.91	12.79

NAV Chart

Other Options

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Scheme Size

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Mutual Fund

Pantomath Nucleus House, Saki-Vihar Road, Andheri east,, Mumbai, Maharashtra, India - 400072
Email : Investorcare@wealthcompany.in
Web : https://www.wealthcompanyamc.in

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