India, July 11 -- The Wealth Company Balanced Advantage Fund has announced change in investment factsheets and fund flash for the month ended June 30, 2026.
As on Jun 30, 2026, the total size of the Fund was Rs 47.96 crores, compared with Rs 46.61 crores in the last month. The Fund's NAV per unit was Rs 9.99 for Growth, while 52-Week High and Low ranges were Rs 10.12 and Rs 9.36 respectively.
The Equity - Hybrid fund with Growth plan was launched on Jan 27, 2026 and managed by Fund Managers Aparna Shanker, Umesh Sharma, Varun Nanavati.
The top five companies based on a percentage of total holdings were HDFC Bank Limited (1.99 Cr.), ICICI Bank Limited (1.32 Cr.), Billionbrains Garage Ventures Ltd. (1.21 Cr.), Trent Limited (1.19 Cr.) and ...