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The Wealth Company Balanced Advantage Fund - Direct Plan - IDCW

Side-by-side metrics

Metric	#154186
Scheme	The Wealth Company Balanced Advantage Fund - Direct Plan - IDCW
House	The Wealth Company Mutual Fund
Category	Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV	₹10.1152
1M return	-0.36%
3M return	2.68%
6M return	3.12%
1Y return	—
3Y CAGR	—
5Y CAGR	—
Inception CAGR	2.61%
σ 1Y (annualized)	10.15%
σ 3Y (annualized)	10.15%
Max drawdown (all)	-6.21%
Sharpe 1Y (rf=6%)	-0.33
Sharpe 3Y (rf=6%)	-0.33