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THE WEALTH COMPANY BALANCED ADVANTAGE FUND

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
47
Jul 2026
Equity Holdings
₹33.50 Cr
Equity only, excl. debt & cash
AAUM
₹45.54 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.4%
Diversified
Top 10 Weight
23.9%
Diversified
Changes
62
18 new · 15 exits
Top Sector
Capital Markets
8.8% of portfolio
Launch Date
27 Jan 2026
0 years old

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 18 new additions and exited 15 stocks this month. The biggest new buy was Tech Mahindra Limited (IT - Software) at 2.29% weight. HDFC Bank Limited was the biggest exit (Banks), which was held at 4.16%. Among existing holdings, ICICI Prudential Asset Management Company Limited saw the biggest increase — now at 1.86% of the portfolio. Endurance Technologies Limited was trimmed the most, now at 0.59%. ICICI Bank Limited remains the top holding with Capital Markets the dominant sector at 8.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Capital Markets 3.2% 8.8% +5.6%
Banks 11.8% 8.7% -3.1%
Finance 7.8% 7.9% +0.1%
Pharmaceuticals & Biotechnology 2.9% 7.4% +4.6%
Retailing 4.0% 4.7% +0.7%
Automobiles 4.5% 3.8% -0.8%
Agricultural Food & other Products 2.5% 3.7% +1.2%
Auto Components 4.9% 3.5% -1.5%
Industrial Products 3.0% 3.5% +0.5%
Healthcare Services 2.5% 3.1% +0.6%
🟢
Biggest New Buy
Tech Mahindra Limited
2.29% weight · IT - Software
🔴
Biggest Exit
HDFC Bank Limited
4.16% was held · Banks
Biggest Add
ICICI Prudential Asset Management Company Limited
+1.17% · now 1.86%
Biggest Trim
Endurance Technologies Limited
-0.72% · now 0.59%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Infosys Limited 37 funds
Infosys Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
IndusInd Bank Limited 28 funds
IndusInd Bank Limited
Kotak Nifty Private Bank ETF
Baroda BNP Paribas Banking & Financial Services Fund
Bajaj Finserv BSE Top 10 Banks ETF + more
Multi Commodity Exchange of India Limited 27 funds
Multi Commodity Exchange of India Limited
Edel BSE Capital Markets & Insurance ETF
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Tech Mahindra Limited 26 funds
Tech Mahindra Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
👋 Other funds also exited
Larsen & Toubro Limited 63 funds
Larsen & Toubro Limited
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
quant Large Cap Fund - Growth Option - Direct Plan + more
HDFC Bank Limited 61 funds
HDFC Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
HDFC NIFTY 50 VALUE 20 ETF - Growth Option + more
NTPC Limited 55 funds
NTPC Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Mirae Asset Nifty Energy ETF + more
Maruti Suzuki India Limited 52 funds
Maruti Suzuki India Limited
Groww Nifty EV & New Age Automotive ETF FOF
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Power Grid Corporation of India Limited 39 funds
Power Grid Corporation of India Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Bandhan Nifty 500 Value 50 Index Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 18 New Entries 🔴 15 Exits ↑ 19 Increased ↓ 10 Decreased
#StockSectorWeight (Jul 2026)
1
Tech Mahindra Limited
₹1.07 Cr
IT - Software 2.29%
2
Welspun Corp Limited
₹1.01 Cr
Industrial Products 2.15%
3
Torrent Pharmaceuticals Limited
₹97.33 L
Pharmaceuticals & Biotechnology 2.08%
4
Bajaj Auto Limited
₹92.16 L
Automobiles 1.97%
5
IndusInd Bank Limited
₹70.87 L
Banks 1.51%
6
Multi Commodity Exchange of India Limited
₹68.65 L
Capital Markets 1.47%
7
Caplin Point Laboratories Limited
₹67.95 L
Pharmaceuticals & Biotechnology 1.45%
8
Central Depository Services (India) Limited
₹66.65 L
Capital Markets 1.42%
9
Thangamayil Jewellery Limited
₹62.72 L
Consumer Durables 1.34%
10
SBI Funds Management Limited
₹58.19 L
Capital Markets 1.24%
#StockSectorLast Weight (Jun 2026)
1
HDFC Bank Limited
₹1.99 Cr
Banks 4.16%
2
Larsen & Toubro Limited
₹90.33 L
Construction 1.88%
3
Maruti Suzuki India Limited
₹86.10 L
Automobiles 1.80%
4
Tata Motors Passenger Vehicles Limited
₹70.44 L
Automobiles 1.47%
5
Indus Towers Limited
₹70.31 L
Telecom - Services 1.47%
6
Swaraj Engines Limited
₹67.48 L
Industrial Products 1.41%
7
Bank of Baroda
₹66.78 L
Banks 1.39%
8
NTPC Limited
₹64.20 L
Power 1.34%
9
Ashok Leyland Limited
₹63.25 L
Agricultural, Commercial & Construction Vehicles 1.32%
10
Sundaram Finance Limited
₹59.94 L
Finance 1.25%
#StockSectorJun 2026Jul 2026Change
1
ICICI Prudential Asset Management Company Limited
₹87.25 L
Capital Markets 0.69% 1.86% +1.17%
2
Coromandel International Limited
₹75.69 L
Fertilizers & Agrochemicals 0.59% 1.62% +1.03%
3
ICICI Bank Limited
₹1.74 Cr
Banks 2.76% 3.71% +0.95%
4
Divi's Laboratories Limited
₹96.67 L
Pharmaceuticals & Biotechnology 1.44% 2.06% +0.62%
5
Mahindra & Mahindra Limited
₹83.77 L
Automobiles 1.26% 1.79% +0.53%
6
CRISIL Limited
₹1.03 Cr
Finance 1.75% 2.20% +0.45%
7
Sun Pharmaceutical Industries Limited
₹86.77 L
Pharmaceuticals & Biotechnology 1.42% 1.85% +0.43%
8
Dr. Lal Path Labs Limited
₹72.40 L
Healthcare Services 1.23% 1.55% +0.32%
9
State Bank of India
₹1.11 Cr
Banks 2.11% 2.38% +0.27%
10
Hindalco Industries Limited
₹67.24 L
Non - Ferrous Metals 1.18% 1.44% +0.26%
#StockSectorJun 2026Jul 2026Change
1
Endurance Technologies Limited
₹27.58 L
Auto Components 1.31% 0.59% -0.72%
2
Titan Company Limited
₹34.13 L
Consumer Durables 1.38% 0.73% -0.65%
3
Cochin Shipyard Limited
₹45.54 L
Industrial Manufacturing 1.57% 0.97% -0.60%
4
Minda Corporation Limited
₹35.05 L
Auto Components 1.31% 0.75% -0.56%
5
Bharat Electronics Limited
₹48.48 L
Aerospace & Defense 1.53% 1.03% -0.50%
6
Punjab National Bank
₹50.16 L
Banks 1.37% 1.07% -0.30%
7
Cummins India Limited
₹60.71 L
Industrial Products 1.59% 1.30% -0.29%
8
Trent Limited
₹1.05 Cr
Retailing 2.48% 2.25% -0.23%
9
EIH Limited
₹65.40 L
Leisure Services 1.61% 1.40% -0.21%
10
Marico Limited
₹74.01 L
Agricultural Food & other Products 1.66% 1.58% -0.08%

What Stocks Does This Fund Hold?

47 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1.74 Cr
Banks
3.71%
2
₹1.30 Cr
Capital Markets
2.77%
3
₹1.11 Cr
Banks
2.38%
4
₹1.07 Cr
IT - Software
2.29%
5
₹1.05 Cr
Retailing
2.25%
6
₹1.03 Cr
Finance
2.20%
7
₹1.01 Cr
Industrial Products
2.15%
8
₹97.33 L
Pharmaceuticals & Biotechnology
2.08%
9
₹96.67 L
Pharmaceuticals & Biotechnology
2.06%
10
₹93.58 L
Finance
2.00%
🏆 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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