Which mutual funds hold Anand Rathi Wealth Limited?

80 mutual funds hold Anand Rathi Wealth Limited as of May 2026. The highest weight is 3.55% held by Motilal Oswal Active Momentum Fund- Direct-Growth. Data from official AMFI monthly portfolio disclosures.

What sector is Anand Rathi Wealth Limited in?

Anand Rathi Wealth Limited is in the Capital Markets sector and is categorised as by SEBI.

What is the SEBI market cap category of Anand Rathi Wealth Limited?

As per SEBI and AMFI classification (Jul-Dec 2025), Anand Rathi Wealth Limited is a Small Cap stock ranked #315 with an average market cap of ₹23.65 K Cr.

Capital Markets

Anand Rathi Wealth Limited

ISIN: INE463V01026 · Data as of May 2026

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Active Funds Holding

vs Last Month

+5 funds

Total Value

₹2,555.82 Cr

Avg Weight

1.11%

New Entries

Exits

Top Holder

Motilal Oswal Active Momentum Fund- Direct-Growth 3.55%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Small Cap Rank #315

₹2.81 K Cr

Avg Mkt Cap · Jul-Dec 2022 (3yr ago)

→

₹23.65 K Cr

Avg Mkt Cap · Jul-Dec 2025 (latest)

+741.5%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Anand Rathi Wealth Limited is currently held by 80 active mutual funds with total exposure of ₹2,555.82 Cr. This month 7 funds entered and 6 funds exited. Motilal Oswal Active Momentum Fund- Direct-Growth has the highest allocation at 3.55%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 4 Months?

Month	Funds	AMCs	Status
May 2026 REFERENCE	80	49 / 49	✅ Complete
Apr 2026	75	49 / 49	✅ Complete
Mar 2026	64	48 / 49	⏳ Partial — 48 of 49 AMCs uploaded
Feb 2026	56	46 / 49	⏳ Partial — 46 of 49 AMCs uploaded

📌 Portfolio changes below are based on May 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — May 2026?

▲ New Entries (7)

Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF 3.31%

Axis Nifty Capital Markets Index Fund 3.28%

ICICI Prudential Banking & Financial Services Fund 1.46%

Motilal Oswal Nifty Smallcap 250 Index Fund 0.73%

SBI Nifty Small Cap 250 ETF 0.73%

HDFC Nifty500 Multicap 50.25.25 Index Fund 0.18%

Bandhan Nifty Total Market Index Fund 0.07%

▼ Exits (6)

Angel One Nifty 50 ETF 1.37%

ICICI Prudential Banking and Financial Services Fund - Direct Plan - Growth 0.96%

Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth 0.69%

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth 0.51%

Franklin India Multi-Factor Fund- Direct- Growth 0.26%

HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan 0.2%

↑ Increased (5)

Union Active Momentum Fund - Direct Plan - Growth Option +1.36%

CAPITALMIND FLEXI CAP FUND DIRECT GROWTH +0.2%

Angel One Nifty Total Market Momentum Quality 50 ETF +0.03%

Angel One Nifty Total Market Momentum Quality 50 INDEX +0.03%

Samco Multi Asset Allocation Fund +0.45%

↓ Decreased (59)

Motilal Oswal Active Momentum Fund- Direct-Growth -0.84%

Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan -0.18%

Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option -0.3%

Motilal Oswal Nifty Capital Market ETF -0.3%

Groww Nifty Capital Markets ETF -0.3%

Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth -0.32%

Edelweiss BSE Capital Markets & Insurance ETF - Growth -0.2%

quant Small Cap Fund - Growth Option - Direct Plan -0.23%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Index/ETF	64	1%
Small Cap	8	1.51%
Equity	4	1.83%
Flexi Cap	2	1.77%
Multi Cap	1	1.15%
Multi Asset	1	0.86%

All Holdings

Which 80 Active Funds Hold Anand Rathi Wealth Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Motilal Oswal Active Momentum Fund- Direct-Growth Motilal Oswal Mutual Fund	Equity	3.55%	₹16.65 Cr	-0.84%
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan Navi Mutual Fund	Index/ETF	3.36%	₹1.15 Cr	-0.18%
Tata Nifty Capital Markets Index Fund - Direct Plan Growth Option Tata Mutual Fund	Index/ETF	3.33%	₹26.42 Cr	-0.3%
Motilal Oswal Nifty Capital Market ETF Motilal Oswal Mutual Fund	Index/ETF	3.32%	₹7.31 Cr	-0.3%
Groww Nifty Capital Markets ETF Groww Mutual Fund	Index/ETF	3.32%	₹1.27 Cr	-0.3%
Motilal Oswal Nifty Capital Market Index Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Index/ETF	3.31%	₹17.81 Cr	-0.32%
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF Mirae Asset Mutual Fund	Index/ETF	3.31%	₹30.33 Cr	NEW
Axis Nifty Capital Markets Index Fund Axis Mutual Fund	Index/ETF	3.28%	₹2.29 Cr	NEW
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH Capitalmind Mutual Fund	Flexi Cap	2.67%	₹11.50 Cr	+0.2%
Edelweiss BSE Capital Markets & Insurance ETF - Growth Edelweiss Mutual Fund	Index/ETF	2.66%	₹39.37 L	-0.2%
quant Small Cap Fund - Growth Option - Direct Plan Quant Mutual Fund	Small Cap	2.58%	₹819.00 Cr	-0.23%
Union Active Momentum Fund - Direct Plan - Growth Option Union Mutual Fund	Equity	2.24%	₹10.64 Cr	+1.36%
Nippon India Nifty 500 Quality 50 Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	2.1%	₹93.48 L	-0.12%
Axis Nifty500 Quality 50 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Index/ETF	2.05%	₹1.63 Cr	-0.13%
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth Kotak Mutual Fund	Index/ETF	1.99%	₹4.09 Cr	-0.12%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Index/ETF	1.98%	₹6.30 Cr	-0.13%
Axis Nifty Smallcap 50 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Small Cap	1.98%	₹12.67 Cr	-0.13%
SBI Small Cap Fund - Direct Plan - Growth SBI Mutual Fund	Small Cap	1.94%	₹724.65 Cr	-0.1%
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Small Cap	1.65%	₹220.36 Cr	-0.08%
BANK OF INDIA Small Cap Fund Direct Plan Growth Bank of India Mutual Fund	Small Cap	1.56%	₹36.23 Cr	-0.18%
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth Edelweiss Mutual Fund	Index/ETF	1.53%	₹50.55 L	-0.1%
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth Edelweiss Mutual Fund	Index/ETF	1.53%	₹9.13 Cr	-0.1%
Angel One Nifty Total Market Momentum Quality 50 ETF Angel One Mutual Fund	Index/ETF	1.46%	₹10.28 L	+0.03%
Angel One Nifty Total Market Momentum Quality 50 INDEX Angel One Mutual Fund	Index/ETF	1.46%	₹50.90 L	+0.03%
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund	Equity	1.46%	₹155.36 Cr	NEW
Zerodha Nifty Smallcap 100 ETF Zerodha Mutual Fund	Index/ETF	1.35%	₹1.10 Cr	-0.07%
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund - Direct Growth Aditya Birla Sun Life Mutual Fund	Index/ETF	1.28%	₹98.61 L	-0.07%
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option UTI Mutual Fund	Index/ETF	1.25%	₹1.44 Cr	-0.1%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Mirae Asset Mutual Fund	Index/ETF	1.25%	₹5.73 Cr	-0.06%
Invesco India Smallcap Fund - Direct Plan - Growth Invesco Mutual Fund	Small Cap	1.17%	₹137.60 Cr	-0.13%
Samco Multi Cap Fund Samco Mutual Fund	Multi Cap	1.15%	₹2.79 Cr	-0.02%
Invesco India Flexi Cap Fund - Direct Plan - Growth Invesco Mutual Fund	Flexi Cap	0.87%	₹43.13 Cr	-0.06%
Samco Multi Asset Allocation Fund Samco Mutual Fund	Multi Asset	0.86%	₹3.55 Cr	+0.45%
DSP Small Cap Fund - Direct Plan - Growth DSP Mutual Fund	Small Cap	0.76%	₹139.83 Cr	-0.06%
Mirae Asset Nifty Smallcap 250 ETF Mirae Asset Mutual Fund	Index/ETF	0.73%	₹50.38 L	-0.04%
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.73%	₹22.61 Cr	-0.04%
Groww Nifty Smallcap 250 Index Fund - Direct Plan - Growth Groww Mutual Fund	Index/ETF	0.73%	₹93.17 L	-0.04%
Motilal Oswal Nifty Smallcap 250 ETF Motilal Oswal Mutual Fund	Index/ETF	0.73%	₹1.56 Cr	-0.04%
Motilal Oswal Nifty Smallcap 250 Index Fund Motilal Oswal Mutual Fund	Index/ETF	0.73%	₹8.32 Cr	NEW
Kotak Nifty SmallCap 250 Index Fund- Direct - Growth Kotak Mutual Fund	Index/ETF	0.73%	₹41.41 L	-0.04%
JioBlackRock Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Index/ETF	0.73%	₹2.53 Cr	-0.04%
SBI Nifty Small Cap 250 ETF SBI Mutual Fund	Index/ETF	0.73%	₹4.66 L	NEW
HDFC NIFTY SMALLCAP 250 ETF HDFC Mutual Fund	Index/ETF	0.73%	₹18.04 Cr	-0.04%
HDFC NIFTY Smallcap 250 Index Fund - Growth Option - Direct Plan HDFC Mutual Fund	Index/ETF	0.73%	₹4.81 Cr	-0.04%
SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth SBI Mutual Fund	Index/ETF	0.73%	₹11.51 Cr	-0.04%
ICICI Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.73%	₹4.98 Cr	-0.04%
Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth Edelweiss Mutual Fund	Index/ETF	0.73%	₹1.69 Cr	-0.04%
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - Growth Bandhan Mutual Fund	Index/ETF	0.73%	₹62.66 L	-0.04%
DSP Nifty Smallcap 250 ETF DSP Mutual Fund	Index/ETF	0.73%	₹3.86 L	-0.03%
Groww Nifty Smallcap250 ETF Groww Mutual Fund	Index/ETF	0.72%	₹11.35 L	-0.05%
DSP Nifty Smallcap 250 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	0.72%	₹8.70 L	-0.05%
Motilal Oswal Nifty 500 Momentum 50 ETF Motilal Oswal Mutual Fund	Index/ETF	0.65%	₹2.34 Cr	-0.04%
Axis Nifty500 Momentum 50 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Index/ETF	0.65%	₹96.79 L	-0.04%
Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth Kotak Mutual Fund	Index/ETF	0.65%	₹15.05 L	-0.05%
Motilal Oswal Nifty 500 Momentum 50 Index Fund-Direct Plan-Growth Motilal Oswal Mutual Fund	Index/ETF	0.65%	₹5.06 Cr	-0.04%
Nippon India Nifty 500 Momentum 50 Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.65%	₹7.78 Cr	-0.04%
Groww Nifty 500 Momentum 50 ETF Groww Mutual Fund	Index/ETF	0.65%	₹16.80 L	-0.04%
Samco Small Cap Fund Samco Mutual Fund	Small Cap	0.46%	₹70.01 L	-0.06%
ZERODHA NIFTY MIDSMALLCAP400 50:50 INDEX FUND Zerodha Mutual Fund	Index/ETF	0.35%	₹3.52 L	-0.05%
Navi Nifty midsmallcap 400 Index Fund- Direct - Growth Navi Mutual Fund	Index/ETF	0.24%	₹2.66 L	-0.02%
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.2%	₹92.82 L	-0.01%
NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN Navi Mutual Fund	Index/ETF	0.18%	₹4.73 L	-0.02%
HDFC Nifty500 Multicap 50.25.25 Index Fund HDFC Mutual Fund	Index/ETF	0.18%	₹85.51 L	NEW
Mirae Asset Nifty500 Multicap 50:25:25 ETF Mirae Asset Mutual Fund	Index/ETF	0.18%	₹15.25 L	-0.02%
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.08%	₹2.25 Cr	—
Axis Nifty 500 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Index/ETF	0.08%	₹22.77 L	—
DSP Nifty 500 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	0.08%	₹1.04 L	—
HDFC BSE 500 INDEX FUND HDFC Mutual Fund	Index/ETF	0.08%	₹21.88 L	—
HDFC BSE 500 ETF HDFC Mutual Fund	Index/ETF	0.08%	₹1.76 L	—
SBI Nifty 500 Index Fund- Direct Plan- Growth SBI Mutual Fund	Index/ETF	0.08%	₹57.73 L	—
ICICI Prudential Nifty 500 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.08%	₹6.69 L	—
ICICI Prudential BSE 500 ETF ICICI Prudential Mutual Fund	Index/ETF	0.08%	₹27.19 L	—
Motilal Oswal Nifty 500 ETF Motilal Oswal Mutual Fund	Index/ETF	0.08%	₹20.74 L	—
Groww Nifty Total Market Index Fund - Direct Plan - Growth Groww Mutual Fund	Index/ETF	0.07%	₹25.88 L	-0.01%
Mirae Asset Nifty Total Market Index Fund Mirae Asset Mutual Fund	Index/ETF	0.07%	₹3.66 L	-0.01%
Angel One Nifty Total Market ETF Angel One Mutual Fund	Index/ETF	0.07%	₹3.07 L	-0.01%
Angel One Nifty Total Market Index Fund Angel One Mutual Fund	Index/ETF	0.07%	₹4.28 L	-0.01%
Bandhan Nifty Total Market Index Fund Bandhan Mutual Fund	Index/ETF	0.07%	₹3.31 L	NEW
Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.07%	₹4.45 L	-0.01%
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.06%	₹9.73 L	-0.01%

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.