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The Wealth Company Large & Mid Cap Fund

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
50
Jul 2026
Equity Holdings
₹99.65 Cr
Equity only, excl. debt & cash
AAUM
₹20.83 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.3%
Diversified
Top 10 Weight
29.0%
Diversified
Changes
60
10 new · 10 exits
Top Sector
Pharmaceuticals & Biotechnology
9.3% of portfolio
Launch Date
21 May 2026
0 years old

AAUM (Average Assets Under Management) of ₹20.83 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 Large & Mid Cap Fund made 10 new additions and exited 10 stocks this month. The biggest new buy was Bajaj Auto Limited (Automobiles) at 3.17% weight. BSE Limited was the biggest exit (Capital Markets), which was held at 2.96%. Among existing holdings, Nippon Life India Asset Management Limited saw the biggest increase — now at 2.85% of the portfolio. Larsen & Toubro Limited was trimmed the most, now at 1.39%. ICICI Bank Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 9.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Earlier shift unavailable
Needs 3 months of holdings data.
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 8.8% 9.3% +0.6%
Capital Markets 8.6% 8.3% -0.3%
Banks 12.7% 7.4% -5.4%
Electrical Equipment 7.4% 6.9% -0.6%
Consumer Durables 2.1% 6.3% +4.1%
Retailing 4.5% 6.2% +1.6%
Beverages 4.0% 5.2% +1.2%
Automobiles 3.9% 5.2% +1.3%
Chemicals & Petrochemicals 4.3% 5.1% +0.8%
Industrial Manufacturing 3.4% 4.0% +0.6%
🟢
Biggest New Buy
Bajaj Auto Limited
3.17% weight · Automobiles
🔴
Biggest Exit
BSE Limited
2.96% was held · Capital Markets
Biggest Add
Nippon Life India Asset Management Limited
+1.61% · now 2.85%
Biggest Trim
Larsen & Toubro Limited
-1.35% · now 1.39%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Infosys Limited 37 funds
Infosys Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Swiggy Limited 33 funds
Swiggy Limited
THE WEALTH COMPANY SMALL CAP FUND
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Tata India Consumer Fund-Direct Plan-Growth + more
Coforge Limited 30 funds
Coforge 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
Bajaj Auto Limited 24 funds
Bajaj Auto Limited
HDFC Nifty Auto Index Fund
Edelweiss Nifty 100 Quality 30 Index Fnd
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + 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
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
BSE Limited 33 funds
BSE Limited
Groww Nifty Capital Markets ETF FOF
Invesco India Midcap Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
Jindal Steel Limited 32 funds
Jindal Steel Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth
Samco Large Cap Fund + more
The Federal Bank Limited 32 funds
The Federal Bank Limited
Mirae Asset Nifty Bank ETF
Invesco India Midcap Fund - Direct Plan - Growth Option
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 10 New Entries 🔴 10 Exits ↑ 19 Increased ↓ 21 Decreased
#StockSectorWeight (Jul 2026)
1
Bajaj Auto Limited
₹3.23 Cr
Automobiles 3.17%
2
Adani Enterprises Limited
₹2.59 Cr
Metals & Minerals Trading 2.55%
3
P N Gadgil Jewellers Limited
₹2.55 Cr
Consumer Durables 2.50%
4
Coforge Limited
₹2.24 Cr
IT - Software 2.20%
5
IndusInd Bank Limited
₹2.13 Cr
Banks 2.09%
6
Swiggy Limited
₹1.99 Cr
Retailing 1.96%
7
Tata Technologies Limited
₹1.98 Cr
IT - Services 1.95%
8
Infosys Limited
₹1.70 Cr
IT - Software 1.67%
9
Caliber Mining And Logistics Ltd.
₹1.45 Cr
Consumable Fuels 1.42%
10
Jindal Saw Limited
₹1.03 Cr
Industrial Products 1.01%
#StockSectorLast Weight (Jun 2026)
1
BSE Limited
₹2.77 Cr
Capital Markets 2.96%
2
HDFC Bank Limited
₹2.63 Cr
Banks 2.81%
3
Balkrishna Industries Limited
₹2.18 Cr
Auto Components 2.33%
4
Jindal Steel Limited
₹1.91 Cr
Ferrous Metals 2.04%
5
Maruti Suzuki India Limited
₹1.84 Cr
Automobiles 1.96%
6
LIC Housing Finance Limited
₹1.73 Cr
Finance 1.85%
7
Bharat Forge Limited
₹1.38 Cr
Auto Components 1.48%
8
Kotak Mahindra Bank Limited
₹1.27 Cr
Banks 1.36%
9
The Federal Bank Limited
₹97.69 L
Banks 1.04%
10
Indian Railway Catering And Tourism Corporation Limited
₹85.49 L
Leisure Services 0.91%
#StockSectorJun 2026Jul 2026Change
1
Nippon Life India Asset Management Limited
₹2.90 Cr
Capital Markets 1.24% 2.85% +1.61%
2
Radico Khaitan Limited
₹3.86 Cr
Beverages 2.28% 3.80% +1.52%
3
Hindustan Aeronautics Limited
₹2.28 Cr
Aerospace & Defense 0.98% 2.24% +1.26%
4
Tata Consumer Products Limited
₹1.62 Cr
Agricultural Food & other Products 0.57% 1.60% +1.03%
5
Havells India Limited
₹1.50 Cr
Consumer Durables 0.48% 1.47% +0.99%
6
Solar Industries India Limited
₹2.16 Cr
Chemicals & Petrochemicals 1.20% 2.12% +0.92%
7
Billionbrains Garage Ventures Ltd
₹3.66 Cr
Capital Markets 2.70% 3.60% +0.90%
8
BASF India Limited
₹1.98 Cr
Chemicals & Petrochemicals 1.06% 1.95% +0.89%
9
Container Corporation of India Limited
₹2.15 Cr
Transport Services 1.27% 2.12% +0.85%
10
Zydus Lifesciences Limited
₹1.70 Cr
Pharmaceuticals & Biotechnology 0.84% 1.67% +0.83%
#StockSectorJun 2026Jul 2026Change
1
Larsen & Toubro Limited
₹1.42 Cr
Construction 2.74% 1.39% -1.35%
2
ICICI Bank Limited
₹3.92 Cr
Banks 5.19% 3.85% -1.34%
3
SRF Limited
₹1.02 Cr
Chemicals & Petrochemicals 2.01% 1.00% -1.01%
4
Bank of Baroda
₹1.43 Cr
Banks 2.33% 1.41% -0.92%
5
Bajaj Finance Limited
₹2.17 Cr
Finance 3.01% 2.13% -0.88%
6
ITC Hotels Limited
₹1.23 Cr
Leisure Services 1.95% 1.21% -0.74%
7
Aurobindo Pharma Limited
₹1.75 Cr
Pharmaceuticals & Biotechnology 2.38% 1.72% -0.66%
8
Max Healthcare Institute Limited
₹2.03 Cr
Healthcare Services 2.59% 2.00% -0.59%
9
NMDC Limited
₹1.41 Cr
Minerals & Mining 1.96% 1.38% -0.58%
10
CIE Automotive India Limited
₹1.35 Cr
Auto Components 1.89% 1.33% -0.56%

What Stocks Does This Fund Hold?

50 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹3.92 Cr
Banks
3.85%
2
₹3.86 Cr
Beverages
3.80%
3
₹3.66 Cr
Capital Markets
3.60%
4
₹3.23 Cr
Automobiles
3.17%
5
₹2.90 Cr
Capital Markets
2.85%
6
₹2.59 Cr
Metals & Minerals Trading
2.55%
7
₹2.55 Cr
Consumer Durables
2.50%
8
₹2.32 Cr
Consumer Durables
2.28%
9
₹2.28 Cr
Aerospace & Defense
2.24%
10
₹2.24 Cr
Electrical Equipment
2.20%
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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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