Chandigarh, Jan 31 : The Wealth Company Mutual Fund, part of Pantomath Group has announced the launch of The Wealth Company Balanced Advantage Fund, an open-ended dynamic asset allocation fund. The fund aims at delivering long term capital appreciation through a disciplined mix of equity and debt investments. The fund seeks to dynamically manage exposure between equity and debt based on market conditions, valuations and risk indicators. It will invest a minimum of 65 percent in equity and equity related instruments, with up to 35 percent allocated to debt and money market instruments, enabling participation in growth opportunities while managing volatility across market cycles.
The New Fund Offer opened on January 27, 2026 and closes on February 10, 2026. The scheme will reopen for continuous sale and repurchase on February 19, 2026.
Commenting on the launch, Ms. Madhu Lunawat, Founder, MD and CEO, The Wealth Company Mutual Fund, said,
“The launch of The Wealth Company Balanced Advantage Fund reflects our conviction that investors need solutions which can navigate market cycles with discipline rather than emotion. By combining active equity participation with dynamic asset allocation and prudent risk management, the fund is designed to help investors pursue long term wealth creation while managing volatility across changing market conditions.”
The scheme will be benchmarked against the CRISIL Hybrid 50+50 Moderate Index Total Return Index, in line with its blended equity debt investment approach.
Explaining the strategy, Ms. Debasish Mohanty, Chief Strategy Officer, The Wealth Company Mutual Fund, said,
“The Balanced Advantage Fund follows a structured yet flexible investment framework where equity allocation is dynamically aligned with market valuations and risk indicators. Our focus remains on quality businesses, diversification across market capitalizations and disciplined portfolio construction, with the objective of delivering consistent risk adjusted returns over the long term.”
The equity portion of the scheme will be managed by Ms. Aparna Shanker, CIO Equity, who brings over three decades of experience in the mutual fund industry. The debt portion of the scheme will be jointly managed by Mr. Umesh Sharma and Mr. Varun Nanavati, both seasoned fixed income professionals with deep expertise across interest rate cycles, credit evaluation, risk management and portfolio construction.
