← The Wealth Company Mutual Fund

THE WEALTH COMPANY FLEXI CAP FUND

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
50
Aug 2026
Equity Holdings
₹238.27 Cr
Equity only, excl. debt & cash
AAUM
₹229.62 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.7%
Diversified
Top 10 Weight
32.7%
Diversified
Changes
62
17 new · 12 exits
Top Sector
Auto Components
12.8% of portfolio
Launch Date
24 Sep 2025
1 years old

AAUM (Average Assets Under Management) of ₹229.62 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 FLEXI CAP FUND made 17 new additions and exited 12 stocks this month. The biggest new buy was Ramkrishna Forgings Limited (Auto Components) at 2.58% weight. Tata Consultancy Services Limited was the biggest exit (IT - Software), which was held at 3.36%. Among existing holdings, Ather Energy Limited saw the biggest increase — now at 3.84% of the portfolio. Persistent Systems Limited was trimmed the most, now at 1.01%. ICICI Bank Limited remains the top holding with Auto Components the dominant sector at 12.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
IT - Software 3.5% 14.6% +11.1%
Banks 19.3% 14.1% -5.2%
Capital Markets 7.5% 9.2% +1.7%
Auto Components 8.4% 7.7% -0.7%
Pharmaceuticals & Biotechnology 8.5% 6.5% -2.0%
Automobiles 8.0% 5.8% -2.2%
Metals & Minerals Trading 1.2% 5.4% +4.2%
Consumer Durables 2.4% 5.2% +2.8%
Electrical Equipment 4.0% 3.1% -0.9%
Finance 3.5% 3.0% -0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Auto Components 7.7% 12.8% +5.1%
Capital Markets 9.2% 11.2% +2.0%
Banks 14.1% 10.4% -3.7%
IT - Software 14.6% 7.6% -6.9%
Automobiles 5.8% 7.0% +1.2%
Consumer Durables 5.2% 5.9% +0.8%
Pharmaceuticals & Biotechnology 6.5% 5.6% -0.9%
Chemicals & Petrochemicals 2.8% 4.5% +1.7%
Electrical Equipment 3.1% 4.5% +1.4%
Metals & Minerals Trading 5.4% 4.3% -1.1%
🟢
Biggest New Buy
Ramkrishna Forgings Limited
2.58% weight · Auto Components
🔴
Biggest Exit
Tata Consultancy Services Limited
3.36% was held · IT - Software
Biggest Add
Ather Energy Limited
+1.29% · now 3.84%
Biggest Trim
Persistent Systems Limited
-1.54% · now 1.01%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 67 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
One 97 Communications Limited 59 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Axis Bank Limited 44 funds
Axis Bank Limited
Kotak Nifty Bank Index Fund
Mirae Asset Nifty Bank ETF
ICICI Prudential Focused Fund + more
InterGlobe Aviation Limited 41 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Largecap Fund - Direct Plan - Growth
Invesco India Midcap Fund - Direct Plan - Growth Option + more
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
Hindustan Copper Limited 29 funds
Hindustan Copper Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
BANK OF INDIA Conservative Hybrid Fund Fund-Direct Plan-Growth + more
👋 Other funds also exited
Reliance Industries Limited 42 funds
Reliance Industries Limited
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund
Mirae Asset Nifty 50 Index Fund + more
Bharti Airtel Limited 37 funds
Bharti Airtel Limited
ITI Bharat Consumption Fund - Direct Plan - Growth
Mirae Asset Nifty 100 ESG Sector Leaders ETF
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more
Kotak Mahindra Bank Limited 37 funds
Kotak Mahindra Bank Limited
quant Focused Fund - Growth Option-Direct Plan
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Tata Consultancy Services Limited 31 funds
Tata Consultancy Services Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
SBI Dividend Yield Fund - Direct Plan - Growth + more
Bharat Electronics Limited 28 funds
Bharat Electronics Limited
Mirae Asset Nifty India Manufacturing ETF
HSBC Aggressive Hybrid Fund
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option + more
Max Healthcare Institute Limited 28 funds
Max Healthcare Institute Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 17 New Entries 🔴 12 Exits ↑ 17 Increased ↓ 16 Decreased
#StockSectorWeight (Aug 2026)
1
Ramkrishna Forgings Limited
₹6.47 Cr
Auto Components 2.58%
2
Hindustan Copper Limited
₹4.69 Cr
Non - Ferrous Metals 1.87%
3
City Union Bank Limited
₹4.58 Cr
Banks 1.83%
4
NCC Limited
₹4.31 Cr
Construction 1.72%
5
Kaynes Technology India Limited
₹4.29 Cr
Industrial Manufacturing 1.71%
6
One 97 Communications Limited
₹3.95 Cr
Financial Technology (Fintech) 1.58%
7
Pricol Limited
₹3.92 Cr
Auto Components 1.57%
8
360 One WAM Limited
₹3.64 Cr
Capital Markets 1.45%
9
Sudarshan Chemical Industries Limited
₹3.64 Cr
Chemicals & Petrochemicals 1.45%
10
Jupiter Life Line Hospitals Limited
₹3.04 Cr
Healthcare Services 1.22%
#StockSectorLast Weight (Jul 2026)
1
Tata Consultancy Services Limited
₹8.30 Cr
IT - Software 3.36%
2
Bharti Airtel Limited
₹6.72 Cr
Telecom - Services 2.72%
3
Reliance Industries Limited
₹6.54 Cr
Petroleum Products 2.64%
4
Kotak Mahindra Bank Limited
₹6.21 Cr
Banks 2.51%
5
Max Healthcare Institute Limited
₹5.93 Cr
Healthcare Services 2.40%
6
SBI Life Insurance Company Limited
₹5.46 Cr
Insurance 2.21%
7
The Federal Bank Limited
₹5.25 Cr
Banks 2.12%
8
Bharat Electronics Limited
₹4.83 Cr
Aerospace & Defense 1.95%
9
Affle 3i Limited
₹3.97 Cr
IT - Services 1.60%
10
Minda Corporation Limited
₹3.58 Cr
Auto Components 1.45%
#StockSectorJul 2026Aug 2026Change
1
Ather Energy Limited
₹9.62 Cr
Automobiles 2.55% 3.84% +1.29%
2
Balkrishna Industries Limited
₹4.44 Cr
Auto Components 0.50% 1.77% +1.27%
3
GE Vernova T&D India Limited
₹6.11 Cr
Electrical Equipment 1.21% 2.44% +1.23%
4
Sandhar Technologies Limited
₹5.47 Cr
Auto Components 1.26% 2.18% +0.92%
5
Multi Commodity Exchange of India Limited
₹10.03 Cr
Capital Markets 3.10% 4.00% +0.90%
6
Godrej Properties Limited
₹5.34 Cr
Realty 1.23% 2.13% +0.90%
7
SBI Funds Management Limited
₹4.45 Cr
Capital Markets 1.18% 1.78% +0.60%
8
Thangamayil Jewellery Limited
₹8.61 Cr
Consumer Durables 2.94% 3.44% +0.50%
9
ETHOS LIMITED
₹6.22 Cr
Consumer Durables 2.23% 2.48% +0.25%
10
Container Corporation of India Limited
₹4.61 Cr
Transport Services 1.59% 1.84% +0.25%
#StockSectorJul 2026Aug 2026Change
1
Persistent Systems Limited
₹2.53 Cr
IT - Software 2.55% 1.01% -1.54%
2
Mphasis Limited
₹2.67 Cr
IT - Software 2.46% 1.07% -1.39%
3
State Bank of India
₹7.06 Cr
Banks 3.99% 2.82% -1.17%
4
HDFC Asset Management Company Limited
₹4.98 Cr
Capital Markets 3.07% 1.99% -1.08%
5
Adani Enterprises Limited
₹4.86 Cr
Metals & Minerals Trading 2.92% 1.94% -0.98%
6
Bajaj Finance Limited
₹5.52 Cr
Finance 2.81% 2.20% -0.61%
7
TVS Motor Company Limited
₹6.79 Cr
Automobiles 3.25% 2.71% -0.54%
8
JK Cement Limited
₹4.88 Cr
Cement & Cement Products 2.42% 1.95% -0.47%
9
GlaxoSmithKline Pharmaceuticals Limited
₹4.31 Cr
Pharmaceuticals & Biotechnology 2.16% 1.72% -0.44%
10
LTIMindtree Limited
₹4.99 Cr
IT - Software 2.29% 1.99% -0.30%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹13.36 Cr
Banks
5.34%
2
₹10.03 Cr
Capital Markets
4.00%
3
₹9.62 Cr
Automobiles
3.84%
4
₹8.61 Cr
Consumer Durables
3.44%
5
₹7.64 Cr
Chemicals & Petrochemicals
3.05%
6
₹7.06 Cr
Banks
2.82%
7
₹6.79 Cr
Automobiles
2.71%
8
₹6.47 Cr
Auto Components
2.58%
9
₹6.22 Cr
Consumer Durables
2.48%
10
₹6.11 Cr
Electrical Equipment
2.44%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap 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.