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THE WEALTH COMPANY FLEXI CAP FUND

Flexi Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
41
Jun 2026
Equity Holdings
₹223.68 Cr
Equity only, excl. debt & cash
AAUM
₹229.62 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.5%
Diversified
Top 10 Weight
35.5%
Diversified
Changes
56
6 new · 15 exits
Top Sector
Banks
19.3% of portfolio

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 6 new additions and exited 15 stocks this month. The biggest new buy was Apollo Tyres Limited (Auto Components) at 2.21% weight. Infosys Limited was the biggest exit (IT - Software), which was held at 2.98%. Among existing holdings, Minda Corporation Limited saw the biggest increase — now at 2.22% of the portfolio. Reliance Industries Limited was trimmed the most, now at 2.42%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 19.3%. ↓ 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 13.4% 16.1% +2.8%
Capital Markets 12.5% 9.6% -3.0%
IT - Software 8.1% 7.8% -0.2%
Automobiles 6.3% 7.2% +0.9%
Finance 5.3% 6.3% +1.0%
Petroleum Products 2.6% 4.8% +2.2%
Construction 5.0% 4.8% -0.2%
Auto Components 5.3% 4.7% -0.7%
Pharmaceuticals & Biotechnology 4.5% 4.3% -0.2%
Non - Ferrous Metals 0.0% 3.9% +3.9%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 16.1% 19.3% +3.2%
Pharmaceuticals & Biotechnology 4.3% 8.5% +4.2%
Auto Components 4.7% 8.4% +3.8%
Automobiles 7.2% 8.0% +0.8%
Capital Markets 9.6% 7.5% -2.1%
Construction 4.8% 4.9% +0.1%
Electrical Equipment 2.4% 4.0% +1.6%
Finance 6.3% 3.5% -2.8%
IT - Software 7.8% 3.5% -4.4%
Chemicals & Petrochemicals 3.3% 2.5% -0.8%
🟢
Biggest New Buy
Apollo Tyres Limited
2.21% weight · Auto Components
🔴
Biggest Exit
Infosys Limited
2.98% was held · IT - Software
Biggest Add
Minda Corporation Limited
+1.72% · now 2.22%
Biggest Trim
Reliance Industries Limited
-1.00% · now 2.42%
🤝 Other funds also bought this month
InterGlobe Aviation Limited 42 funds
InterGlobe Aviation Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Invesco India Consumption Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
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
GlaxoSmithKline Pharmaceuticals Limited 10 funds
GlaxoSmithKline Pharmaceuticals Limited
Baroda BNP Paribas Dividend Yield Fund
Tata Aggressive Hybrid Fund -Direct Plan- Growth Option
DSP Quant Fund - Direct Plan - Growth + more
JK Cement Limited 9 funds
JK Cement Limited
Mahindra Manulife ELSS Tax Saver Fund - Direct Plan -Growth
Axis Momentum Fund - Direct Plan - Growth Option
BANK OF INDIA Small Cap Fund Direct Plan Growth + more
Apollo Tyres Limited 4 funds
Apollo Tyres Limited
BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLAN
Nippon India Power & Infra Fund - Direct Plan Growth Plan - Growth Option
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth + more
Thangamayil Jewellery Limited 2 funds
Thangamayil Jewellery Limited
Union Active Momentum Fund - Direct Plan - Growth Option
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + more
Muthoot Finance Limited 49 funds
Muthoot Finance Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
Vedanta Limited 44 funds
Vedanta Limited
ITI Focused Fund - Direct Plan - Growth
Choice Nifty Next 50 Index Fund
Motilal Oswal Quant Fund - Direct - Growth + more
Hindalco Industries Limited 33 funds
Hindalco Industries Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
SBI Multicap Fund- Direct Plan- Growth option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 6 New Entries 🔴 15 Exits ↑ 23 Increased ↓ 12 Decreased
#StockSectorWeight (Jun 2026)
1
Apollo Tyres Limited
₹5.30 Cr
Auto Components 2.21%
2
GlaxoSmithKline Pharmaceuticals Limited
₹4.44 Cr
Pharmaceuticals & Biotechnology 1.85%
3
InterGlobe Aviation Limited
₹2.42 Cr
Transport Services 1.00%
4
Pine Labs Limited
₹2.35 Cr
Financial Technology (Fintech) 0.98%
5
Thangamayil Jewellery Limited
₹1.28 Cr
Consumer Durables 0.53%
6
JK Cement Limited
₹1.09 Cr
Cement & Cement Products 0.45%
#StockSectorLast Weight (May 2026)
1
Infosys Limited
₹6.89 Cr
IT - Software 2.98%
2
Hindalco Industries Limited
₹4.83 Cr
Non - Ferrous Metals 2.09%
3
Cholamandalam Investment and Finance Company Ltd
₹4.69 Cr
Finance 2.03%
4
Brigade Enterprises Limited
₹4.53 Cr
Realty 1.96%
5
Vedanta Limited
₹4.52 Cr
Diversified Metals 1.95%
6
IIFL Capital Services Limited
₹4.31 Cr
Capital Markets 1.86%
7
Hindustan Zinc Limited
₹4.10 Cr
Non - Ferrous Metals 1.77%
8
Muthoot Finance Limited
₹3.84 Cr
Finance 1.66%
9
Aditya Birla Sun Life AMC Limited
₹3.50 Cr
Capital Markets 1.51%
10
Hindustan Petroleum Corporation Limited
₹3.29 Cr
Petroleum Products 1.42%
#StockSectorMay 2026Jun 2026Change
1
Minda Corporation Limited
₹5.33 Cr
Auto Components 0.50% 2.22% +1.72%
2
Aurobindo Pharma Limited
₹6.51 Cr
Pharmaceuticals & Biotechnology 1.00% 2.71% +1.71%
3
HDFC Bank Limited
₹14.23 Cr
Banks 4.45% 5.91% +1.46%
4
The Federal Bank Limited
₹5.56 Cr
Banks 1.29% 2.31% +1.02%
5
Bharat Heavy Electricals Limited
₹4.72 Cr
Electrical Equipment 1.00% 1.96% +0.96%
6
Max Healthcare Institute Limited
₹5.94 Cr
Healthcare Services 1.58% 2.47% +0.89%
7
Bajaj Finance Limited
₹8.42 Cr
Finance 2.62% 3.50% +0.88%
8
Vedanta Aluminium Metal Limited
₹2.80 Cr
Metals & Minerals Trading 0.33% 1.16% +0.83%
9
HDFC Asset Management Company Limited
₹3.71 Cr
Capital Markets 0.74% 1.54% +0.80%
10
TVS Motor Company Limited
₹6.80 Cr
Automobiles 2.12% 2.83% +0.71%
#StockSectorMay 2026Jun 2026Change
1
Reliance Industries Limited
₹5.82 Cr
Petroleum Products 3.42% 2.42% -1.00%
2
Solar Industries India Limited
₹5.98 Cr
Chemicals & Petrochemicals 3.28% 2.49% -0.79%
3
One 97 Communications Limited
₹3.42 Cr
Financial Technology (Fintech) 1.96% 1.42% -0.54%
4
LTIMindtree Limited
₹3.32 Cr
IT - Software 1.91% 1.38% -0.53%
5
Bharti Airtel Limited
₹5.01 Cr
Telecom - Services 2.42% 2.08% -0.34%
6
Ather Energy Limited
₹6.39 Cr
Automobiles 2.96% 2.66% -0.30%
7
Sandhar Technologies Limited
₹3.56 Cr
Auto Components 1.74% 1.48% -0.26%
8
Indian Railway Catering And Tourism Corporation Limited
₹4.44 Cr
Leisure Services 1.95% 1.85% -0.10%
9
Larsen & Toubro Limited
₹7.26 Cr
Construction 3.09% 3.02% -0.07%
10
Kilburn Engineering Limited
₹5.30 Cr
Industrial Manufacturing 2.24% 2.20% -0.04%

What Stocks Does This Fund Hold?

41 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹14.23 Cr
Banks
5.91%
2
₹13.75 Cr
Banks
5.72%
3
₹8.42 Cr
Finance
3.50%
4
₹7.71 Cr
Banks
3.21%
5
₹7.71 Cr
Capital Markets
3.20%
6
₹7.26 Cr
Construction
3.02%
7
₹6.80 Cr
Automobiles
2.83%
8
₹6.67 Cr
Capital Markets
2.77%
9
₹6.51 Cr
Pharmaceuticals & Biotechnology
2.71%
10
₹6.39 Cr
Automobiles
2.66%
🏆 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.

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