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THE WEALTH COMPANY ETHICAL FUND

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
44
Jul 2026
Equity Holdings
₹37.55 Cr
Equity only, excl. debt & cash
AAUM
₹37.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.4%
Diversified
Top 10 Weight
32.5%
Diversified
Changes
48
4 new · 5 exits
Top Sector
IT - Software
13.8% of portfolio
Launch Date
24 Sep 2025
1 years old

AAUM (Average Assets Under Management) of ₹37.69 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 ETHICAL FUND made 4 new additions and exited 5 stocks this month. The biggest new buy was Amara Raja Energy & Mobility Ltd (Auto Components) at 2.05% weight. Torrent Power Limited was the biggest exit (Power), which was held at 2.08%. Among existing holdings, Tata Consultancy Services Limited saw the biggest increase — now at 3.26% of the portfolio. Cummins India Limited was trimmed the most, now at 3.90%. Cummins India Limited remains the top holding with IT - Software the dominant sector at 13.8%. ↓ 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
Industrial Products 12.9% 13.0% +0.1%
IT - Software 15.4% 12.0% -3.4%
Electrical Equipment 7.4% 9.1% +1.7%
Healthcare Services 7.1% 7.7% +0.6%
Auto Components 6.5% 6.4% -0.1%
Automobiles 4.1% 4.9% +0.9%
Banks 4.5% 4.8% +0.4%
Non - Ferrous Metals 7.3% 4.7% -2.7%
Consumer Durables 2.1% 3.9% +1.8%
IT - Services 2.6% 3.5% +1.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
IT - Software 12.0% 13.8% +1.9%
Industrial Products 13.0% 9.0% -4.0%
Auto Components 6.4% 8.9% +2.4%
Healthcare Services 7.7% 7.5% -0.2%
Electrical Equipment 9.1% 7.0% -2.1%
Banks 4.8% 5.1% +0.3%
Consumer Durables 3.9% 4.3% +0.3%
Industrial Manufacturing 2.4% 4.1% +1.7%
Finance 3.5% 4.0% +0.6%
Non - Ferrous Metals 4.7% 3.8% -0.9%
🟢
Biggest New Buy
Amara Raja Energy & Mobility Ltd
2.05% weight · Auto Components
🔴
Biggest Exit
Torrent Power Limited
2.08% was held · Power
Biggest Add
Tata Consultancy Services Limited
+1.69% · now 3.26%
Biggest Trim
Cummins India Limited
-1.91% · now 3.90%
🤝 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
Bharti Airtel Limited 27 funds
Bharti Airtel Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund + more
Balkrishna Industries Limited 15 funds
Balkrishna Industries Limited
DSP Nifty Midcap 150 Qlty 50 Index Fund
THE WEALTH COMPANY BALANCED ADVANTAGE FUND
SBI Automotive Opportunities Fund - Direct Plan - Growth + more
Amara Raja Energy & Mobility Ltd 5 funds
Amara Raja Energy & Mobility Ltd
THE WEALTH COMPANY FLEXI CAP FUND
THE WEALTH COMPANY SMALL CAP FUND
Navi Nifty SmallCap250 Momentum Qlty 100 + more
👋 Other funds also exited
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
National Aluminium Company Limited 27 funds
National Aluminium Company Limited
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Mirae Asset BSE 500 Dividend Leaders 50 ETF
DSP Natural Resources and New Energy Fund - Direct Plan - Growth + more
LTIMindtree Limited 25 funds
LTIMindtree Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more
Torrent Power Limited 18 funds
Torrent Power Limited
Groww BSE Power ETF FOF
Invesco India Midcap Fund - Direct Plan - Growth Option
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
R R Kabel Limited 9 funds
R R Kabel Limited
Groww Nifty Smallcap250 ETF
Tata Housing Opportunities Fund - Direct Plan - Growth
DSP Multicap Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 5 Exits ↑ 18 Increased ↓ 21 Decreased
#StockSectorWeight (Jul 2026)
1
Amara Raja Energy & Mobility Ltd
₹81.94 L
Auto Components 2.05%
2
SBI Funds Management Limited
₹52.38 L
Capital Markets 1.31%
3
Balkrishna Industries Limited
₹24.74 L
Auto Components 0.62%
4
Bharti Airtel Limited
₹19.72 L
Telecom - Services 0.49%
#StockSectorLast Weight (Jun 2026)
1
Torrent Power Limited
₹80.85 L
Power 2.08%
2
Maruti Suzuki India Limited
₹70.58 L
Automobiles 1.81%
3
R R Kabel Limited
₹59.88 L
Industrial Products 1.54%
4
LTIMindtree Limited
₹40.69 L
IT - Software 1.04%
5
National Aluminium Company Limited
₹30.56 L
Non - Ferrous Metals 0.78%
#StockSectorJun 2026Jul 2026Change
1
Tata Consultancy Services Limited
₹1.30 Cr
IT - Software 1.57% 3.26% +1.69%
2
Jyoti CNC Automation Ltd
₹1.21 Cr
Industrial Manufacturing 1.99% 3.03% +1.04%
3
Persistent Systems Limited
₹83.24 L
IT - Software 1.06% 2.08% +1.02%
4
CRISIL Limited
₹76.30 L
Finance 1.05% 1.91% +0.86%
5
Jindal Steel Limited
₹66.14 L
Ferrous Metals 0.82% 1.65% +0.83%
6
UNO Minda Limited
₹70.83 L
Auto Components 0.98% 1.77% +0.79%
7
Syrma SGS Technology Limited
₹41.00 L
Industrial Manufacturing 0.36% 1.03% +0.67%
8
Apar Industries Limited
₹86.09 L
Electrical Equipment 1.75% 2.15% +0.40%
9
Tech Mahindra Limited
₹1.21 Cr
IT - Software 2.65% 3.04% +0.39%
10
Dixon Technologies (India) Limited
₹95.53 L
Consumer Durables 2.08% 2.39% +0.31%
#StockSectorJun 2026Jul 2026Change
1
Cummins India Limited
₹1.56 Cr
Industrial Products 5.81% 3.90% -1.91%
2
GE Vernova T&D India Limited
₹84.30 L
Electrical Equipment 3.81% 2.11% -1.70%
3
KEC International Limited
₹15.24 L
Construction 1.34% 0.38% -0.96%
4
Schneider Electric Infrastructure Limited
₹1.08 Cr
Electrical Equipment 3.49% 2.71% -0.78%
5
BSE Limited
₹36.46 L
Capital Markets 1.64% 0.91% -0.73%
6
Endurance Technologies Limited
₹68.96 L
Auto Components 2.40% 1.73% -0.67%
7
Polycab India Limited
₹1.37 Cr
Industrial Products 3.84% 3.42% -0.42%
8
Tenneco Clean Air India Limited
₹1.08 Cr
Auto Components 3.04% 2.69% -0.35%
9
Trent Limited
₹1.09 Cr
Retailing 3.06% 2.73% -0.33%
10
Olectra Greentech Limited
₹79.45 L
Automobiles 2.31% 1.99% -0.32%

What Stocks Does This Fund Hold?

44 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹1.56 Cr
Industrial Products
3.90%
2
₹1.37 Cr
IT - Services
3.42%
3
₹1.37 Cr
Industrial Products
3.42%
4
₹1.36 Cr
IT - Software
3.39%
5
₹1.31 Cr
Agricultural Food & other Products
3.27%
6
₹1.30 Cr
IT - Software
3.26%
7
₹1.21 Cr
IT - Software
3.04%
8
₹1.21 Cr
Industrial Manufacturing
3.03%
9
₹1.17 Cr
Telecom - Services
2.94%
10
₹1.14 Cr
Healthcare Services
2.86%
🏆 Top stocks held by Equity funds
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🏦 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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