Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Jun 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: 6 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.
This page compares portfolio holdings month on month to surface active decisions. Between May 2026 and Jun 2026, The Wealth Company Mutual Fund's active equity funds made 38 fresh stock entries and fully exited 25 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 | Redington Limited Commercial Services & Supplies |
NEW | 3 funds | 1.57% | ₹4.6 Cr |
| 2 | CRISIL Limited Finance |
NEW | 3 funds | 1.32% | ₹3.4 Cr |
| 3 | Suzlon Energy Limited Electrical Equipment |
NEW | 2 funds | 1.94% | ₹3.5 Cr |
| 4 | GlaxoSmithKline Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
NEW | 2 funds | 1.84% | ₹6.2 Cr |
| 5 | Cochin Shipyard Limited Industrial Manufacturing |
NEW | 2 funds | 1.75% | ₹2.5 Cr |
| 6 | CIE Automotive India Limited Auto Components |
NEW | 2 funds | 1.73% | ₹3.1 Cr |
| 7 | LIC Housing Finance Limited Finance |
NEW | 2 funds | 1.70% | ₹3.1 Cr |
| 8 | ITC Hotels Limited Leisure Services |
NEW | 2 funds | 1.39% | ₹3.4 Cr |
| 9 | Apar Industries Limited Electrical Equipment |
NEW | 2 funds | 1.17% | ₹1.8 Cr |
| 10 | Pine Labs Limited Financial Technology (Fintech) |
NEW | 2 funds | 1.10% | ₹2.9 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | HCL Technologies Limited IT - Software |
EXITED | 4 funds | 1.18% | ₹3.9 Cr |
| 2 | Bajaj Auto Limited Automobiles |
EXITED | 2 funds | 1.33% | ₹3.0 Cr |
| 3 | Aditya Birla Sun Life AMC Limited Capital Markets |
EXITED | 2 funds | 1.24% | ₹4.2 Cr |
| 4 | Hindustan Petroleum Corporation Limited Petroleum Products |
EXITED | 2 funds | 1.19% | ₹5.0 Cr |
| 5 | Vedanta Iron And Steel Limited Metals & Minerals Trading |
EXITED | 2 funds | 0.26% | ₹1.1 Cr |
| 6 | Talwandi Sabo Power Limited Power |
EXITED | 2 funds | 0.26% | ₹1.1 Cr |
| 7 | Malco Energy Limited Power |
EXITED | 2 funds | 0.26% | ₹1.1 Cr |
| 8 | BIKAJI FOODS INTERNATIONAL LIMITED Food Products |
EXITED | 1 fund | 2.29% | ₹88.4 L |
| 9 | SBFC Finance Limited Finance |
EXITED | 1 fund | 2.18% | ₹1.5 Cr |
| 10 | Cholamandalam Investment and Finance Company Ltd Finance |
EXITED | 1 fund | 2.03% | ₹4.7 Cr |
| # | Stock | Sector | Funds | May 2026 | Jun 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Aurobindo Pharma Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 2 | 1.00% | 2.55% | +1.55% | ₹8.7 Cr |
| 2 | Minda Corporation Limited Auto Components |
Auto Components | 2 | 0.52% | 1.77% | +1.25% | ₹6.0 Cr |
| 3 | Cipla Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 1 | 0.91% | 1.94% | +1.03% | ₹1.8 Cr |
| 4 | Bharat Heavy Electricals Limited Electrical Equipment |
Electrical Equipment | 1 | 1.00% | 1.96% | +0.96% | ₹4.7 Cr |
| 5 | Ahluwalia Contracts (India) Limited Construction |
Construction | 1 | 0.91% | 1.84% | +0.93% | ₹4.4 Cr |
| 6 | Vedanta Aluminium Metal Limited Metals & Minerals Trading |
Metals & Minerals Trading | 1 | 0.26% | 1.16% | +0.90% | ₹2.8 Cr |
| 7 | ABB India Limited Electrical Equipment |
Electrical Equipment | 2 | 0.81% | 1.68% | +0.87% | ₹3.1 Cr |
| 8 | Tata Motors Ltd Agricultural, Commercial & Construction Vehicles |
Agricultural, Commercial & Construction Vehicles | 1 | 0.57% | 1.42% | +0.85% | ₹2.7 Cr |
| 9 | Biocon Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 2 | 1.06% | 1.90% | +0.84% | ₹5.1 Cr |
| 10 | Doms Industries Limited Household Products |
Household Products | 1 | 1.84% | 2.67% | +0.83% | ₹1.0 Cr |
| # | Stock | Sector | Funds | May 2026 | Jun 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Cummins India Limited Industrial Products |
Industrial Products | 2 | 6.10% | 3.70% | -2.40% | ₹3.0 Cr |
| 2 | ICICI Prudential Asset Management Company Limited Capital Markets |
Capital Markets | 1 | 1.96% | 0.69% | -1.27% | ₹33.2 L |
| 3 | National Aluminium Company Limited Non - Ferrous Metals |
Non - Ferrous Metals | 2 | 1.93% | 0.81% | -1.12% | ₹1.9 Cr |
| 4 | LTIMindtree Limited IT - Software |
IT - Software | 2 | 2.05% | 1.21% | -0.84% | ₹3.7 Cr |
| 5 | Solar Industries India Limited Chemicals & Petrochemicals |
Chemicals & Petrochemicals | 3 | 2.52% | 1.69% | -0.83% | ₹9.7 Cr |
| 6 | Vedanta Limited Diversified Metals |
Diversified Metals | 1 | 1.88% | 1.10% | -0.78% | ₹2.1 Cr |
| 7 | Reliance Industries Limited Petroleum Products |
Petroleum Products | 2 | 2.81% | 2.13% | -0.68% | ₹9.3 Cr |
| 8 | Hindalco Industries Limited Non - Ferrous Metals |
Non - Ferrous Metals | 2 | 2.19% | 1.56% | -0.63% | ₹1.3 Cr |
| 9 | Indian Railway Catering And Tourism Corporation Limited Leisure Services |
Leisure Services | 3 | 1.95% | 1.38% | -0.57% | ₹6.5 Cr |
| 10 | One 97 Communications Limited Financial Technology (Fintech) |
Financial Technology (Fintech) | 1 | 1.96% | 1.42% | -0.54% | ₹3.4 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 6 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.