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THE WEALTH COMPANY MULTIASSET ALLOCATION FUND

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
45
Jun 2026
Equity Holdings
₹107.25 Cr
Equity only, excl. debt & cash
AAUM
₹168.37 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.3%
Diversified
Top 10 Weight
19.9%
Diversified
Changes
59
10 new · 14 exits
Top Sector
Banks
10.6% of portfolio

AAUM (Average Assets Under Management) of ₹168.37 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 MULTIASSET ALLOCATION FUND made 10 new additions and exited 14 stocks this month. The biggest new buy was Redington Limited (Commercial Services & Supplies) at 1.43% weight. Infosys Limited was the biggest exit (IT - Software), which was held at 1.45%. Among existing holdings, Tata Motors Ltd saw the biggest increase — now at 1.42% of the portfolio. Vedanta Limited was trimmed the most, now at 1.10%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 10.6%. ↓ 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 10.6% 11.4% +0.8%
IT - Software 5.0% 6.2% +1.2%
Pharmaceuticals & Biotechnology 3.7% 4.7% +1.0%
Automobiles 2.4% 3.6% +1.2%
Capital Markets 3.4% 3.1% -0.3%
Aerospace & Defense 2.9% 3.0% +0.1%
Chemicals & Petrochemicals 2.5% 3.0% +0.5%
Petroleum Products 1.8% 3.0% +1.1%
Non - Ferrous Metals 2.2% 2.6% +0.4%
Industrial Products 2.7% 2.5% -0.2%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 11.4% 10.6% -0.8%
Pharmaceuticals & Biotechnology 4.7% 5.3% +0.6%
Capital Markets 3.1% 3.5% +0.4%
Finance 1.1% 3.1% +2.0%
Aerospace & Defense 3.0% 2.6% -0.4%
Chemicals & Petrochemicals 3.0% 2.6% -0.4%
Automobiles 3.6% 2.6% -1.0%
Transport Services 1.1% 2.5% +1.4%
Industrial Products 2.5% 2.4% -0.1%
Auto Components 1.0% 2.2% +1.2%
🟢
Biggest New Buy
Redington Limited
1.43% weight · Commercial Services & Supplies
🔴
Biggest Exit
Infosys Limited
1.45% was held · IT - Software
Biggest Add
Tata Motors Ltd
+0.85% · now 1.42%
Biggest Trim
Vedanta Limited
-0.71% · now 1.10%
🤝 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
Axis Bank Limited 25 funds
Axis Bank Limited
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth
Sundaram Equity Savings Fund
IB44-Groww Nifty 50 ETF + more
CEAT Limited 14 funds
CEAT Limited
Invesco India Consumption Fund
Invesco India Consumption Fund - Direct Plan - Growth
Sundaram Value Fund Direct Plan - Growth + more
Coromandel International Limited 14 funds
Coromandel International Limited
Invesco India Multicap Fund - Direct Plan - Growth Option
Sundaram Equity Savings Fund
THE WEALTH COMPANY BALANCED ADVANTAGE FUND + more
Redington Limited 14 funds
Redington Limited
Bandhan Nifty 500 Value 50 Index Fund
THE WEALTH COMPANY ETHICAL FUND
JM Value Fund (Direct) - Growth Option + more
Sundaram Finance Limited 14 funds
Sundaram Finance Limited
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
👋 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
Vedanta Aluminium Metal Limited 95 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sunlife Nifty Next 50 ETF
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth + more
Infosys Limited 32 funds
Infosys Limited
Mirae Asset Nifty IT ETF
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Persistent Systems Limited 27 funds
Persistent Systems Limited
Mirae Asset Nifty IT ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 10 New Entries 🔴 14 Exits ↑ 20 Increased ↓ 15 Decreased
#StockSectorWeight (Jun 2026)
1
Redington Limited
₹2.69 Cr
Commercial Services & Supplies 1.43%
2
Delhivery Limited
₹2.31 Cr
Transport Services 1.23%
3
CEAT Limited
₹2.28 Cr
Auto Components 1.21%
4
Alembic Pharmaceuticals Limited
₹2.22 Cr
Pharmaceuticals & Biotechnology 1.18%
5
CRISIL Limited
₹2.16 Cr
Finance 1.15%
6
Sundaram Finance Limited
₹1.79 Cr
Finance 0.95%
7
ITC Hotels Limited
₹1.55 Cr
Leisure Services 0.83%
8
Axis Bank Limited
₹1.48 Cr
Banks 0.79%
9
Apar Industries Limited
₹1.10 Cr
Electrical Equipment 0.58%
10
Coromandel International Limited
₹1.00 Cr
Fertilizers & Agrochemicals 0.53%
#StockSectorLast Weight (May 2026)
1
Infosys Limited
₹2.55 Cr
IT - Software 1.45%
2
HCL Technologies Limited
₹2.27 Cr
IT - Software 1.29%
3
AU Small Finance Bank Limited
₹2.26 Cr
Banks 1.29%
4
Kotak Mahindra Bank Limited
₹2.16 Cr
Banks 1.23%
5
Persistent Systems Limited
₹2.11 Cr
IT - Software 1.20%
6
Bajaj Auto Limited
₹1.99 Cr
Automobiles 1.13%
7
Hindustan Petroleum Corporation Limited
₹1.68 Cr
Petroleum Products 0.96%
8
Cipla Limited
₹1.61 Cr
Pharmaceuticals & Biotechnology 0.91%
9
Dr. Reddy's Laboratories Limited
₹1.49 Cr
Pharmaceuticals & Biotechnology 0.84%
10
Affle 3i Limited
₹55.84 L
IT - Services 0.32%
#StockSectorMay 2026Jun 2026Change
1
Tata Motors Ltd
₹2.66 Cr
Agricultural, Commercial & Construction Vehicles 0.57% 1.42% +0.85%
2
Biocon Limited
₹3.27 Cr
Pharmaceuticals & Biotechnology 1.08% 1.74% +0.66%
3
State Bank of India
₹3.55 Cr
Banks 1.46% 1.89% +0.43%
4
ICICI Bank Limited
₹6.60 Cr
Banks 3.14% 3.51% +0.37%
5
Apollo Hospitals Enterprise Limited
₹2.28 Cr
Healthcare Services 0.86% 1.21% +0.35%
6
Ajanta Pharma Limited
₹2.41 Cr
Pharmaceuticals & Biotechnology 0.94% 1.28% +0.34%
7
BSE Limited
₹3.70 Cr
Capital Markets 1.71% 1.97% +0.26%
8
Mahindra & Mahindra Limited
₹2.72 Cr
Automobiles 1.23% 1.44% +0.21%
9
Asian Paints Limited
₹2.17 Cr
Consumer Durables 0.95% 1.16% +0.21%
10
Mankind Pharma Limited
₹2.05 Cr
Pharmaceuticals & Biotechnology 0.88% 1.09% +0.21%
#StockSectorMay 2026Jun 2026Change
1
Vedanta Limited
₹2.07 Cr
Diversified Metals 1.81% 1.10% -0.71%
2
Hindustan Copper Limited
₹1.11 Cr
Non - Ferrous Metals 1.29% 0.59% -0.70%
3
Dixon Technologies (India) Limited
₹1.19 Cr
Consumer Durables 1.23% 0.63% -0.60%
4
National Aluminium Company Limited
₹1.58 Cr
Non - Ferrous Metals 1.32% 0.84% -0.48%
5
Solar Industries India Limited
₹2.62 Cr
Chemicals & Petrochemicals 1.76% 1.39% -0.37%
6
Kirloskar Oil Engines Limited
₹2.13 Cr
Industrial Products 1.42% 1.13% -0.29%
7
NMDC Limited
₹1.72 Cr
Minerals & Mining 1.16% 0.91% -0.25%
8
Data Patterns (India) Limited
₹2.70 Cr
Aerospace & Defense 1.65% 1.43% -0.22%
9
Bharat Electronics Limited
₹2.21 Cr
Aerospace & Defense 1.37% 1.17% -0.20%
10
Coforge Limited
₹1.91 Cr
IT - Software 1.21% 1.01% -0.20%

What Stocks Does This Fund Hold?

45 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹6.60 Cr
Banks
3.51%
2
₹5.90 Cr
Banks
3.14%
3
₹3.70 Cr
Capital Markets
1.97%
4
₹3.55 Cr
Banks
1.89%
5
₹3.44 Cr
Petroleum Products
1.83%
6
₹3.27 Cr
Pharmaceuticals & Biotechnology
1.74%
7
₹2.80 Cr
Construction
1.49%
8
₹2.79 Cr
Capital Markets
1.48%
9
₹2.72 Cr
Automobiles
1.44%
10
₹2.70 Cr
Aerospace & Defense
1.43%
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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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