The Wealth Company Mutual Fund launches The Wealth Company Balanced Advantage Fund
NFO period: 27th Jan - 10th Feb, 2026
Highlights of the NFO:
- Scheme type - An open ended dynamic asset allocation fund.
- Investment objective - 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.
- Product suitability - This product is suitable for investors who are seeking long term capital appreciation. Investment in equity and equity related securities, debt and money market instruments through dynamic asset allocation.
- Minimum Application Amount - Rs. 5000/- and in multiples of Re. 1/- thereafter.
- Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).
- Fund Managers - Mrs. Aparna Shanker, Mr. Umesh Sharma & Mr. Varun Nanavati
- Benchmark - CRISIL Hybrid 50+50 - Moderate Index- TRI
(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)
This is a summary of a public announcement, shared for information. It is not a recommendation, and 2i WealthPlus Financial Services may not distribute every scheme mentioned. Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not an indicator of future returns. 2i WealthPlus Financial Services acts solely as an AMFI-registered Mutual Fund Distributor (ARN: 266652) and earns trailing commissions paid by Asset Management Companies (AMCs) for mutual fund scheme distribution. In compliance with SEBI guidelines, we do not provide SEBI-registered investment advisory or portfolio management services.