InvestVerdict
The Wealth Company Balanced Advantage Fund
Regular Plan · Growth · Balanced Advantage · Scheme code 154183
Fund houseThe Wealth Company Mutual Fund
CategoryBalanced Advantage
Plan & optionRegular · Growth
History0.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.26 | 2.49 | 1.98 | — | — | — | — | — | — |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Balanced Advantage category median |
— | — | — | 3.38 | 9.66 | 8.48 | — | 10.30 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 10.2% | — | — | — | — | -6.4% | — |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.