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THE WEALTH COMPANY BALANCED ADVANTAGE FUND

Balanced Advantage Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
44
Jun 2026
Equity Holdings
₹32.03 Cr
Equity only, excl. debt & cash
AAUM
₹45.54 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.0%
Diversified
Top 10 Weight
23.0%
Diversified
Changes
50
9 new · 6 exits
Top Sector
Banks
11.8% of portfolio

AAUM (Average Assets Under Management) of ₹45.54 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month THE WEALTH COMPANY BALANCED ADVANTAGE FUND made 9 new additions and exited 6 stocks this month. The biggest new buy was CRISIL Limited (Finance) at 1.75% weight. Reliance Industries Limited was the biggest exit (Petroleum Products), which was held at 3.03%. Among existing holdings, Tata Motors Passenger Vehicles Limited saw the biggest increase — now at 1.47% of the portfolio. ICICI Prudential Asset Management Company Limited was trimmed the most, now at 0.69%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 11.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 10.9% 13.2% +2.3%
IT - Software 5.1% 5.2% +0.1%
Finance 5.3% 4.7% -0.5%
Capital Markets 3.3% 4.0% +0.7%
Auto Components 4.2% 4.0% -0.2%
Telecom - Services 3.5% 3.7% +0.2%
Automobiles 3.0% 3.5% +0.5%
Pharmaceuticals & Biotechnology 3.7% 3.3% -0.4%
Petroleum Products 2.7% 3.0% +0.3%
Power 3.2% 2.8% -0.4%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 13.2% 11.8% -1.4%
Finance 4.7% 7.8% +3.1%
Auto Components 4.0% 4.9% +1.0%
Automobiles 3.5% 4.5% +1.0%
Retailing 1.9% 4.0% +2.2%
Capital Markets 4.0% 3.2% -0.8%
Construction 2.4% 3.1% +0.7%
Industrial Products 1.4% 3.0% +1.6%
Pharmaceuticals & Biotechnology 3.3% 2.9% -0.4%
Healthcare Services 1.9% 2.5% +0.7%
🟢
Biggest New Buy
CRISIL Limited
1.75% weight · Finance
🔴
Biggest Exit
Reliance Industries Limited
3.03% was held · Petroleum Products
Biggest Add
Tata Motors Passenger Vehicles Limited
+1.09% · now 1.47%
Biggest Trim
ICICI Prudential Asset Management Company Limited
-1.27% · now 0.69%
🤝 Other funds also bought this month
Pine Labs Limited 23 funds
Pine Labs Limited
Motilal Oswal Financial Services Fund- Direct Growth
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
Franklin India ELSS Tax Saver Fund - Direct - Growth + more
Cummins India Limited 22 funds
Cummins India Limited
Groww Nifty 500 Momentum 50 ETF FOF
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
Edelweiss Nifty Alpha Low Volatility 30 Index Fund - Direct Plan - Growth + more
Titan Company Limited 21 funds
Titan Company Limited
Invesco India Consumption Fund
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Helios Large & Mid Cap Fund - Direct Plan - Growth Option + more
Eternal Limited 19 funds
Eternal Limited
Groww Nifty India Internet ETF FOF
Invesco India Consumption Fund
Invesco India Technology Fund + more
Coromandel International Limited 14 funds
Coromandel International Limited
Invesco India Multicap Fund - Direct Plan - Growth Option
Sundaram Equity Savings Fund
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more
Sundaram Finance Limited 14 funds
Sundaram Finance Limited
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
👋 Other funds also exited
Bharti Airtel Limited 40 funds
Bharti Airtel Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty 100 ESG Sector Leaders ETF
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth + more
Reliance Industries Limited 35 funds
Reliance Industries Limited
Mirae Asset Nifty 100 ESG Sector Leaders ETF
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
quant Dynamic Asset Allocation Fund + more
Infosys Limited 32 funds
Infosys Limited
Mirae Asset Nifty IT ETF
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Persistent Systems Limited 27 funds
Persistent Systems Limited
Mirae Asset Nifty IT ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth + more
HCL Technologies Limited 25 funds
HCL Technologies Limited
Mirae Asset Nifty IT ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Coal India Limited 8 funds
Coal India Limited
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Axis Momentum Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Digital India Fund - Growth - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 9 New Entries 🔴 6 Exits ↑ 14 Increased ↓ 21 Decreased
#StockSectorWeight (Jun 2026)
1
CRISIL Limited
₹84.03 L
Finance 1.75%
2
Cummins India Limited
₹76.40 L
Industrial Products 1.59%
3
Cochin Shipyard Limited
₹75.40 L
Industrial Manufacturing 1.57%
4
Eternal Limited
₹74.88 L
Retailing 1.56%
5
Titan Company Limited
₹66.06 L
Consumer Durables 1.38%
6
Sundaram Finance Limited
₹59.94 L
Finance 1.25%
7
KEC International Limited
₹58.93 L
Construction 1.23%
8
Pine Labs Limited
₹58.00 L
Financial Technology (Fintech) 1.21%
9
Coromandel International Limited
₹28.07 L
Fertilizers & Agrochemicals 0.59%
#StockSectorLast Weight (May 2026)
1
Reliance Industries Limited
₹1.41 Cr
Petroleum Products 3.03%
2
Infosys Limited
₹1.04 Cr
IT - Software 2.24%
3
Bharti Airtel Limited
₹95.11 L
Telecom - Services 2.04%
4
HCL Technologies Limited
₹80.26 L
IT - Software 1.72%
5
Coal India Limited
₹70.06 L
Consumable Fuels 1.50%
6
Persistent Systems Limited
₹58.18 L
IT - Software 1.25%
#StockSectorMay 2026Jun 2026Change
1
Tata Motors Passenger Vehicles Limited
₹70.44 L
Automobiles 0.38% 1.47% +1.09%
2
Minda Corporation Limited
₹62.71 L
Auto Components 0.54% 1.31% +0.77%
3
Trent Limited
₹1.19 Cr
Retailing 1.89% 2.48% +0.59%
4
Aster DM Healthcare Limited
₹61.97 L
Healthcare Services 0.76% 1.29% +0.53%
5
Shriram Finance Limited
₹79.78 L
Finance 1.19% 1.66% +0.47%
6
Billionbrains Garage Ventures Ltd
₹1.21 Cr
Capital Markets 2.06% 2.52% +0.46%
7
Maruti Suzuki India Limited
₹86.10 L
Automobiles 1.44% 1.80% +0.36%
8
Marico Limited
₹79.44 L
Agricultural Food & other Products 1.32% 1.66% +0.34%
9
EIH Limited
₹77.37 L
Leisure Services 1.34% 1.61% +0.27%
10
Endurance Technologies Limited
₹62.83 L
Auto Components 1.11% 1.31% +0.20%
#StockSectorMay 2026Jun 2026Change
1
ICICI Prudential Asset Management Company Limited
₹33.20 L
Capital Markets 1.96% 0.69% -1.27%
2
ICICI Bank Limited
₹1.32 Cr
Banks 3.54% 2.76% -0.78%
3
HDFC Bank Limited
₹1.99 Cr
Banks 4.82% 4.16% -0.66%
4
Hindalco Industries Limited
₹56.44 L
Non - Ferrous Metals 1.79% 1.18% -0.61%
5
Larsen & Toubro Limited
₹90.33 L
Construction 2.43% 1.88% -0.55%
6
Mahindra & Mahindra Limited
₹60.30 L
Automobiles 1.68% 1.26% -0.42%
7
UltraTech Cement Limited
₹39.95 L
Cement & Cement Products 1.24% 0.83% -0.41%
8
Tata Consumer Products Limited
₹40.98 L
Agricultural Food & other Products 1.22% 0.85% -0.37%
9
Divi's Laboratories Limited
₹69.08 L
Pharmaceuticals & Biotechnology 1.79% 1.44% -0.35%
10
Power Grid Corporation of India Limited
₹45.81 L
Power 1.31% 0.96% -0.35%

What Stocks Does This Fund Hold?

44 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹1.99 Cr
Banks
4.16%
2
₹1.32 Cr
Banks
2.76%
3
₹1.21 Cr
Capital Markets
2.52%
4
₹1.19 Cr
Retailing
2.48%
5
₹1.01 Cr
Banks
2.11%
6
₹90.43 L
Finance
1.89%
7
₹90.33 L
Construction
1.88%
8
₹86.10 L
Automobiles
1.80%
9
₹84.03 L
Finance
1.75%
10
₹79.78 L
Finance
1.66%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 The Wealth Company Mutual Fund — Portfolio & Holdings
See all funds managed by The Wealth Company Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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