← The Wealth Company Mutual Fund

THE WEALTH COMPANY ETHICAL FUND

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
Share: WhatsApp X
Stocks Held
45
Jun 2026
Equity Holdings
₹37.92 Cr
Equity only, excl. debt & cash
AAUM
₹37.69 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.5%
Diversified
Top 10 Weight
36.2%
Diversified
Changes
47
3 new · 3 exits
Top Sector
Industrial Products
13.0% of portfolio

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 3 new additions and exited 3 stocks this month. The biggest new buy was Redington Limited (Commercial Services & Supplies) at 1.99% weight. BIKAJI FOODS INTERNATIONAL LIMITED was the biggest exit (Food Products), which was held at 2.29%. Among existing holdings, Olectra Greentech Limited saw the biggest increase — now at 2.31% of the portfolio. National Aluminium Company Limited was trimmed the most, now at 0.78%. Cummins India Limited remains the top holding with Industrial Products the dominant sector at 13.0%. ↓ 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
IT - Software 16.3% 15.4% -0.8%
Industrial Products 10.7% 12.9% +2.2%
Electrical Equipment 6.9% 7.4% +0.5%
Non - Ferrous Metals 7.1% 7.3% +0.2%
Healthcare Services 5.3% 7.1% +1.8%
Auto Components 6.7% 6.5% -0.2%
Banks 3.4% 4.5% +1.1%
Automobiles 2.0% 4.1% +2.1%
Telecom - Services 3.3% 3.4% +0.2%
Agricultural Food & other Products 3.1% 3.2% +0.1%
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%
🟢
Biggest New Buy
Redington Limited
1.99% weight · Commercial Services & Supplies
🔴
Biggest Exit
BIKAJI FOODS INTERNATIONAL LIMITED
2.29% was held · Food Products
Biggest Add
Olectra Greentech Limited
+1.85% · now 2.31%
Biggest Trim
National Aluminium Company Limited
-1.75% · now 0.78%
🤝 Other funds also bought this month
Apar Industries Limited 26 funds
Apar Industries Limited
Groww Nifty 500 Momentum 50 ETF
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth + more
Redington Limited 14 funds
Redington Limited
Bandhan Nifty 500 Value 50 Index Fund
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND
JM Value Fund (Direct) - Growth Option + more
CRISIL Limited 6 funds
CRISIL Limited
THE WEALTH COMPANY BALANCED ADVANTAGE FUND
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND
Mirae Asset Aggressive Hybrid Fund + more
👋 Other funds also exited
Hero MotoCorp Limited 51 funds
Hero MotoCorp Limited
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan + 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
BIKAJI FOODS INTERNATIONAL LIMITED 3 funds
BIKAJI FOODS INTERNATIONAL LIMITED
Union Consumption Fund - Direct Plan - Growth Option
PGIM India Flexi Cap Fund - Direct Plan - Growth Option
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 3 New Entries 🔴 3 Exits ↑ 23 Increased ↓ 18 Decreased
#StockSectorWeight (Jun 2026)
1
Redington Limited
₹77.33 L
Commercial Services & Supplies 1.99%
2
Apar Industries Limited
₹68.27 L
Electrical Equipment 1.75%
3
CRISIL Limited
₹40.79 L
Finance 1.05%
#StockSectorLast Weight (May 2026)
1
BIKAJI FOODS INTERNATIONAL LIMITED
₹88.41 L
Food Products 2.29%
2
HCL Technologies Limited
₹45.56 L
IT - Software 1.18%
3
Hero MotoCorp Limited
₹42.66 L
Automobiles 1.11%
#StockSectorMay 2026Jun 2026Change
1
Olectra Greentech Limited
₹89.98 L
Automobiles 0.46% 2.31% +1.85%
2
Amber Enterprises India Limited
₹71.54 L
Consumer Durables 0.20% 1.84% +1.64%
3
Netweb Technologies India Limited
₹1.37 Cr
IT - Services 2.57% 3.52% +0.95%
4
Trent Limited
₹1.19 Cr
Retailing 2.19% 3.06% +0.87%
5
Jyoti CNC Automation Ltd
₹77.51 L
Industrial Manufacturing 1.55% 1.99% +0.44%
6
Max Healthcare Institute Limited
₹1.17 Cr
Healthcare Services 2.60% 3.02% +0.42%
7
KEC International Limited
₹52.15 L
Construction 1.04% 1.34% +0.30%
8
R R Kabel Limited
₹59.88 L
Industrial Products 1.33% 1.54% +0.21%
9
Shriram Finance Limited
₹93.79 L
Finance 2.21% 2.41% +0.20%
10
Aster DM Healthcare Limited
₹1.05 Cr
Healthcare Services 2.53% 2.70% +0.17%
#StockSectorMay 2026Jun 2026Change
1
National Aluminium Company Limited
₹30.56 L
Non - Ferrous Metals 2.53% 0.78% -1.75%
2
LTIMindtree Limited
₹40.69 L
IT - Software 2.18% 1.04% -1.14%
3
Hindalco Industries Limited
₹75.57 L
Non - Ferrous Metals 2.70% 1.94% -0.76%
4
Jindal Steel Limited
₹31.80 L
Ferrous Metals 1.57% 0.82% -0.75%
5
Infosys Limited
₹1.32 Cr
IT - Software 3.97% 3.39% -0.58%
6
Indus Towers Limited
₹1.18 Cr
Telecom - Services 3.44% 3.02% -0.42%
7
Cummins India Limited
₹2.26 Cr
Industrial Products 6.10% 5.81% -0.29%
8
Persistent Systems Limited
₹41.10 L
IT - Software 1.28% 1.06% -0.22%
9
GE Vernova T&D India Limited
₹1.48 Cr
Electrical Equipment 4.01% 3.81% -0.20%
10
Tata Consultancy Services Limited
₹60.95 L
IT - Software 1.76% 1.57% -0.19%

What Stocks Does This Fund Hold?

45 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹2.26 Cr
Industrial Products
5.81%
2
₹1.49 Cr
Industrial Products
3.84%
3
₹1.48 Cr
Electrical Equipment
3.81%
4
₹1.37 Cr
IT - Services
3.52%
5
₹1.36 Cr
Electrical Equipment
3.49%
6
₹1.32 Cr
IT - Software
3.39%
7
₹1.25 Cr
Agricultural Food & other Products
3.22%
8
₹1.19 Cr
Retailing
3.06%
9
₹1.18 Cr
Auto Components
3.04%
10
₹1.18 Cr
Telecom - Services
3.02%
🏆 Top stocks held by Equity funds
See which stocks all active Equity 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.