Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Aug 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.
The Wealth Company Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 7 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.
Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within The Wealth Company Mutual Fund. As of Aug 2026, SBI Funds Management Limited is the most widely held stock, present in 5 active funds. The dominant sector exposure is Auto Components, followed by Capital Markets.
This page compares portfolio holdings month on month to surface active decisions. Between Jul 2026 and Aug 2026, The Wealth Company Mutual Fund's active equity funds made 72 fresh stock entries and fully exited 26 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.
Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.
| # | Stock | Sector | Funds | Avg Weight | Value |
|---|---|---|---|---|---|
| 1 | Skyways Air Services Ltd Transport Services |
NEW | 5 funds | 0.04% | ₹28.1 L |
| 2 | Shiprocket Limited Transport Services |
NEW | 4 funds | 0.56% | ₹2.8 Cr |
| 3 | Symbiotec Pharmalab Limited Pharmaceuticals & Biotechnology |
NEW | 4 funds | 0.02% | ₹12.4 L |
| 4 | Pricol Limited Auto Components |
NEW | 3 funds | 1.37% | ₹5.9 Cr |
| 5 | Bank of Maharashtra Banks |
NEW | 3 funds | 1.14% | ₹3.2 Cr |
| 6 | Dhoot Transmission Ltd Automobile and Auto Components |
NEW | 3 funds | 0.86% | ₹5.0 Cr |
| 7 | Ramkrishna Forgings Limited Auto Components |
NEW | 2 funds | 2.42% | ₹7.5 Cr |
| 8 | 360 One WAM Limited Capital Markets |
NEW | 2 funds | 1.93% | ₹7.8 Cr |
| 9 | Alembic Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
NEW | 2 funds | 1.64% | ₹6.0 Cr |
| 10 | City Union Bank Limited Banks |
NEW | 2 funds | 1.53% | ₹6.2 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | SBI Life Insurance Company Limited Insurance |
EXITED | 2 funds | 2.04% | ₹7.4 Cr |
| 2 | Welspun Corp Limited Industrial Products |
EXITED | 2 funds | 1.86% | ₹2.7 Cr |
| 3 | IndusInd Bank Limited Banks |
EXITED | 2 funds | 1.80% | ₹2.8 Cr |
| 4 | The Federal Bank Limited Banks |
EXITED | 2 funds | 1.65% | ₹5.7 Cr |
| 5 | Bharat Electronics Limited Aerospace & Defense |
EXITED | 2 funds | 1.49% | ₹5.3 Cr |
| 6 | Tata Consumer Products Limited Agricultural Food & other Products |
EXITED | 2 funds | 1.36% | ₹2.1 Cr |
| 7 | Minda Corporation Limited Auto Components |
EXITED | 2 funds | 1.10% | ₹3.9 Cr |
| 8 | Indus Towers Limited Telecom - Services |
EXITED | 1 fund | 2.94% | ₹1.2 Cr |
| 9 | Reliance Industries Limited Petroleum Products |
EXITED | 1 fund | 2.64% | ₹6.5 Cr |
| 10 | Doms Industries Limited Household Products |
EXITED | 1 fund | 2.54% | ₹1.0 Cr |
| # | Stock | Sector | Funds | Jul 2026 | Aug 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | GE Vernova T&D India Limited Electrical Equipment |
Electrical Equipment | 3 | 1.66% | 3.63% | +1.97% | ₹16.3 Cr |
| 2 | Motilal Oswal Financial Services Limited Capital Markets |
Capital Markets | 2 | 0.56% | 2.41% | +1.85% | ₹7.7 Cr |
| 3 | Indo-MIM Limited Industrial Manufacturing |
Industrial Manufacturing | 1 | 0.41% | 2.00% | +1.59% | ₹2.6 Cr |
| 4 | Jindal Saw Limited Industrial Products |
Industrial Products | 1 | 1.01% | 2.36% | +1.35% | ₹2.6 Cr |
| 5 | Balkrishna Industries Limited Auto Components |
Auto Components | 4 | 0.58% | 1.59% | +1.01% | ₹9.9 Cr |
| 6 | Marico Limited Agricultural Food & other Products |
Agricultural Food & other Products | 1 | 1.90% | 2.89% | +0.99% | ₹1.2 Cr |
| 7 | Ather Energy Limited Automobiles |
Automobiles | 2 | 2.58% | 3.54% | +0.96% | ₹13.8 Cr |
| 8 | Azad Engineering Ltd Electrical Equipment |
Electrical Equipment | 1 | 1.15% | 2.10% | +0.95% | ₹2.7 Cr |
| 9 | ITC Hotels Limited Leisure Services |
Leisure Services | 3 | 1.21% | 2.11% | +0.90% | ₹10.3 Cr |
| 10 | Lenskart Solutions Limited Retailing |
Retailing | 2 | 0.84% | 1.63% | +0.79% | ₹4.1 Cr |
| # | Stock | Sector | Funds | Jul 2026 | Aug 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Senco Gold Limited Consumer Durables |
Consumer Durables | 1 | 2.29% | 0.59% | -1.70% | ₹76.8 L |
| 2 | Mphasis Limited IT - Software |
IT - Software | 2 | 2.46% | 1.04% | -1.42% | ₹3.1 Cr |
| 3 | TVS Motor Company Limited Automobiles |
Automobiles | 2 | 3.25% | 2.06% | -1.19% | ₹9.7 Cr |
| 4 | Bharti Airtel Limited Telecom - Services |
Telecom - Services | 1 | 1.61% | 0.44% | -1.17% | ₹18.1 L |
| 5 | State Bank of India Banks |
Banks | 4 | 2.85% | 1.81% | -1.04% | ₹10.7 Cr |
| 6 | Adani Enterprises Limited Metals & Minerals Trading |
Metals & Minerals Trading | 2 | 2.74% | 1.82% | -0.92% | ₹6.8 Cr |
| 7 | Bank of Baroda Banks |
Banks | 1 | 1.41% | 0.53% | -0.88% | ₹58.7 L |
| 8 | Hindustan Aeronautics Limited Aerospace & Defense |
Aerospace & Defense | 1 | 2.24% | 1.38% | -0.86% | ₹1.5 Cr |
| 9 | Nippon Life India Asset Management Limited Capital Markets |
Capital Markets | 2 | 2.85% | 1.99% | -0.86% | ₹5.7 Cr |
| 10 | Max Healthcare Institute Limited Healthcare Services |
Healthcare Services | 3 | 2.42% | 1.58% | -0.84% | ₹4.2 Cr |
Average sector allocation across all active funds. Index/ETF excluded.
Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.
Search any stock to see which The Wealth Company Mutual Fund active funds hold it.
The Wealth Company Mutual Fund manages 7 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.
You can search any stock in the search box above to see which The Wealth Company Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.
The Monthly Portfolio Changes section on this page shows stocks that The Wealth Company Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.
SEBI requires all AMCs including The Wealth Company Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.