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THE WEALTH COMPANY SMALL CAP FUND

Small Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
56
Jun 2026
Equity Holdings
₹79.91 Cr
Equity only, excl. debt & cash
AAUM
₹61.27 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
11.6%
Diversified
Top 10 Weight
22.0%
Diversified
Changes
69
11 new · 14 exits
Top Sector
Electrical Equipment
10.7% of portfolio

AAUM (Average Assets Under Management) of ₹61.27 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 SMALL CAP FUND made 11 new additions and exited 14 stocks this month. The biggest new buy was Jindal Steel Limited (Ferrous Metals) at 1.96% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 2.35%. Among existing holdings, Biocon Limited saw the biggest increase — now at 2.05% of the portfolio. Kirloskar Oil Engines Limited was trimmed the most, now at 1.35%. Ather Energy Limited remains the top holding with Electrical Equipment the dominant sector at 10.7%. ↓ 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
Electrical Equipment 10.9% 8.9% -2.0%
Finance 6.6% 6.4% -0.2%
IT - Software 4.7% 6.4% +1.7%
Pharmaceuticals & Biotechnology 7.4% 6.4% -1.0%
Capital Markets 6.6% 6.2% -0.5%
Auto Components 4.4% 6.1% +1.7%
Consumer Durables 3.1% 6.0% +2.9%
Healthcare Services 6.0% 5.5% -0.5%
Industrial Products 5.2% 5.2% 0.0%
Automobiles 5.7% 5.2% -0.5%
May 2026 Jun 2026
Sector Prev Curr Delta
Electrical Equipment 8.9% 10.7% +1.8%
Pharmaceuticals & Biotechnology 6.4% 7.4% +1.0%
Auto Components 6.1% 7.0% +0.9%
Consumer Durables 6.0% 6.7% +0.6%
Retailing 4.6% 5.6% +1.1%
Healthcare Services 5.5% 5.4% -0.1%
Industrial Products 5.2% 5.2% +0.0%
Finance 6.4% 4.8% -1.6%
Capital Markets 6.2% 4.4% -1.7%
Leisure Services 3.0% 4.3% +1.2%
🟢
Biggest New Buy
Jindal Steel Limited
1.96% weight · Ferrous Metals
🔴
Biggest Exit
Tech Mahindra Limited
2.35% was held · IT - Software
Biggest Add
Biocon Limited
+1.02% · now 2.05%
Biggest Trim
Kirloskar Oil Engines Limited
-0.77% · now 1.35%
🤝 Other funds also bought this month
Finolex Cables Limited 19 funds
Finolex Cables Limited
Groww Nifty 500 Momentum 50 ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Suzlon Energy Limited 18 funds
Suzlon Energy Limited
Motilal Oswal BSE Clean Environment Index Fund
Groww BSE Power ETF FOF
The Wealth Company Large & Mid Cap Fund + more
Redington Limited 14 funds
Redington Limited
Bandhan Nifty 500 Value 50 Index Fund
THE WEALTH COMPANY ETHICAL FUND
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND + more
Jindal Steel Limited 9 funds
Jindal Steel Limited
The Wealth Company Large & Mid Cap Fund
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth
SAMCO DYNAMIC ASSET ALLOCATION FUND + more
LIC Housing Finance Limited 9 funds
LIC Housing Finance Limited
The Wealth Company Large & Mid Cap Fund
Kotak Multicap Fund-Direct Plan-Growth
Bandhan Nifty 500 Value 50 Index Fund + more
CIE Automotive India Limited 7 funds
CIE Automotive India Limited
The Wealth Company Large & Mid Cap Fund
IB52-Groww Nifty Smallcap 250 ETF
ICICI Prudential Nifty Smallcap 250 ETF + more
👋 Other funds also exited
State Bank of India 38 funds
State Bank of India
Mirae Asset Nifty PSU Bank ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Bandhan Nifty200 Momentum 30 Index Fund + more
Asian Paints Limited 33 funds
Asian Paints Limited
Angel One Nifty Total Market Momentum Quality 50 INDEX
Angel One Nifty Total Market Momentum Quality 50 ETF
Bandhan Nifty200 Momentum 30 Index Fund + 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
HDFC Asset Management Company Limited 25 funds
HDFC Asset Management Company Limited
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
DSP Nifty Midcap 150 Quality 50 ETF + more
Tech Mahindra Limited 24 funds
Tech Mahindra Limited
Mirae Asset Nifty IT ETF
quant Quantamental Fund
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option + more
Bajaj Auto Limited 22 funds
Bajaj Auto Limited
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Nippon India Nifty 50 Value 20 Index Fund - Direct Plan - Growth Option
Nippon India ETF Nifty 50 Value 20 + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 11 New Entries 🔴 14 Exits ↑ 20 Increased ↓ 24 Decreased
#StockSectorWeight (Jun 2026)
1
Jindal Steel Limited
₹1.72 Cr
Ferrous Metals 1.96%
2
Suzlon Energy Limited
₹1.67 Cr
Electrical Equipment 1.91%
3
West Coast Paper Mills Ltd.
₹1.56 Cr
Paper, Forest & Jute Products 1.78%
4
ETHOS LIMITED
₹1.53 Cr
Consumer Durables 1.74%
5
CIE Automotive India Limited
₹1.38 Cr
Auto Components 1.57%
6
LIC Housing Finance Limited
₹1.35 Cr
Finance 1.54%
7
Jyoti CNC Automation Ltd
₹1.22 Cr
Industrial Manufacturing 1.39%
8
Indian Railway Catering And Tourism Corporation Limited
₹1.20 Cr
Leisure Services 1.37%
9
Redington Limited
₹1.13 Cr
Commercial Services & Supplies 1.29%
10
BASF India Limited
₹91.14 L
Chemicals & Petrochemicals 1.04%
#StockSectorLast Weight (May 2026)
1
Tech Mahindra Limited
₹1.60 Cr
IT - Software 2.35%
2
SBFC Finance Limited
₹1.48 Cr
Finance 2.18%
3
State Bank of India
₹1.24 Cr
Banks 1.82%
4
Bajaj Auto Limited
₹1.04 Cr
Automobiles 1.53%
5
PNB Housing Finance Limited
₹78.32 L
Finance 1.15%
6
Doms Industries Limited
₹76.37 L
Household Products 1.13%
7
Birlasoft Limited
₹76.01 L
IT - Software 1.12%
8
Aditya Birla Sun Life AMC Limited
₹65.41 L
Capital Markets 0.96%
9
HDFC Asset Management Company Limited
₹49.13 L
Capital Markets 0.72%
10
TBO Tek Limited
₹47.95 L
Leisure Services 0.71%
#StockSectorMay 2026Jun 2026Change
1
Biocon Limited
₹1.80 Cr
Pharmaceuticals & Biotechnology 1.03% 2.05% +1.02%
2
Syrma SGS Technology Limited
₹1.25 Cr
Industrial Manufacturing 0.50% 1.42% +0.92%
3
Urban Company Ltd.
₹1.97 Cr
Retailing 1.47% 2.25% +0.78%
4
Ather Energy Limited
₹2.32 Cr
Automobiles 1.96% 2.64% +0.68%
5
Bank of Maharashtra
₹1.73 Cr
Banks 1.36% 1.97% +0.61%
6
ABB India Limited
₹1.23 Cr
Electrical Equipment 0.81% 1.41% +0.60%
7
Aavas Financiers Limited
₹2.02 Cr
Finance 1.79% 2.30% +0.51%
8
Lemon Tree Hotels Limited
₹1.40 Cr
Leisure Services 1.10% 1.59% +0.49%
9
Firstsource Solutions Limited
₹81.56 L
Commercial Services & Supplies 0.49% 0.93% +0.44%
10
CCL Products (India) Limited
₹1.35 Cr
Agricultural Food & other Products 1.13% 1.54% +0.41%
#StockSectorMay 2026Jun 2026Change
1
Kirloskar Oil Engines Limited
₹1.18 Cr
Industrial Products 2.12% 1.35% -0.77%
2
Netweb Technologies India Limited
₹1.36 Cr
IT - Services 2.06% 1.55% -0.51%
3
Zen Technologies Limited
₹1.86 Cr
Aerospace & Defense 2.57% 2.11% -0.46%
4
Amber Enterprises India Limited
₹1.32 Cr
Consumer Durables 1.95% 1.50% -0.45%
5
Azad Engineering Ltd
₹1.23 Cr
Electrical Equipment 1.77% 1.40% -0.37%
6
JM Financial Limited
₹83.60 L
Finance 1.31% 0.95% -0.36%
7
Zensar Technologies Limited
₹80.81 L
IT - Software 1.24% 0.92% -0.32%
8
Data Patterns (India) Limited
₹1.69 Cr
Aerospace & Defense 2.24% 1.93% -0.31%
9
Sumitomo Chemical India Limited
₹1.41 Cr
Fertilizers & Agrochemicals 1.92% 1.61% -0.31%
10
Olectra Greentech Limited
₹1.20 Cr
Automobiles 1.67% 1.37% -0.30%

What Stocks Does This Fund Hold?

56 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹2.32 Cr
Automobiles
2.64%
2
₹2.02 Cr
Finance
2.30%
3
₹1.97 Cr
Retailing
2.25%
4
₹1.95 Cr
Capital Markets
2.22%
5
₹1.93 Cr
Capital Markets
2.20%
6
₹1.86 Cr
Electrical Equipment
2.12%
7
₹1.86 Cr
Aerospace & Defense
2.11%
8
₹1.80 Cr
Consumer Durables
2.06%
9
₹1.80 Cr
Healthcare Services
2.05%
10
₹1.80 Cr
Pharmaceuticals & Biotechnology
2.05%
🏆 Top stocks held by Small Cap funds
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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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