- Scheme Category:
- Hybrid Scheme >
- Dynamic Asset Allocation Fund
NAV: ₹ 9.5134 ↓ -1.17%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of The Wealth Company Balanced Advantage Fund - Direct Growth and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| The Wealth Company Balanced Advantage Fund - Direct Growth | - | -1.17% | -0.73% | -4.15% | - | - | - | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
Discrete returns (monthly)
| Month | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | - | - | - | - | - | - | - | - | - | - |
NAV history
The Wealth Company Balanced Advantage Fund - Direct Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 9.5134 | -1.17% |
| 25 March, 2026 | 9.626 | 0.95% |
| 24 March, 2026 | 9.535 | 1.04% |
| 23 March, 2026 | 9.4367 | -1.53% |
| 20 March, 2026 | 9.5831 | 0.31% |
| 19 March, 2026 | 9.5539 | -1.87% |
| 18 March, 2026 | 9.7359 | 0.6% |
| 17 March, 2026 | 9.6777 | 0.39% |
| 16 March, 2026 | 9.6398 | 0.31% |
| 13 March, 2026 | 9.6098 | -1.09% |
| 12 March, 2026 | 9.716 | -0.27% |
| 11 March, 2026 | 9.7422 | -0.68% |
| 10 March, 2026 | 9.8091 | 0.73% |
| 9 March, 2026 | 9.7379 | -0.84% |
| 6 March, 2026 | 9.8206 | -0.31% |
| 5 March, 2026 | 9.8515 | 0.43% |
| 4 March, 2026 | 9.809 | -0.66% |
| 2 March, 2026 | 9.8743 | -0.51% |
| 27 February, 2026 | 9.9252 | -0.49% |
| 26 February, 2026 | 9.9738 | 0.07% |
| 25 February, 2026 | 9.9669 | 0.04% |
| 24 February, 2026 | 9.9629 | -0.43% |
| 23 February, 2026 | 10.0055 | 0.28% |
| 20 February, 2026 | 9.9775 | 0.02% |
| 19 February, 2026 | 9.9756 | |
FAQ (Frequently asked questions)
What is latest/current NAV/price of The Wealth Company Balanced Advantage Fund - Direct Growth?
The latest NAV of The Wealth Company Balanced Advantage Fund - Direct Growth is 9.5134 as on 27 March, 2026.