Which mutual funds hold Anand Rathi Wealth Limited?

22 mutual funds hold Anand Rathi Wealth Limited as of Aug 2026. The highest weight is 4.6% held by SAMCO FLEXICAP FUND. 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 (Jan-Jun 2026), Anand Rathi Wealth Limited is a Small Cap stock ranked #287 with an average market cap of ₹27.48 K Cr.

Capital Markets

Anand Rathi Wealth Limited

ISIN: INE463V01026 · Data as of Aug 2026

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Active Funds Holding

vs Last Month

+4 funds

Total Value

₹3,048.13 Cr

Avg Weight

1.84%

New Entries

Exits

Top Holder

SAMCO FLEXICAP FUND 4.6%

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

Small Cap Rank #287

₹3.43 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹27.48 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+701.6%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Anand Rathi Wealth Limited is currently held by 22 active mutual funds with total exposure of ₹3,048.13 Cr. This month 4 funds entered and 0 funds exited. SAMCO FLEXICAP FUND has the highest allocation at 4.6%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Aug 2026 REFERENCE	22	₹3,048	49 / 49	✅ Complete
Jul 2026	18	₹2,854	49 / 49	✅ Complete
Jun 2026	16	₹2,683	49 / 49	✅ Complete
May 2026	15	₹2,322	49 / 49	✅ Complete
Apr 2026	15	₹2,252	49 / 49	✅ Complete

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

This Month

What Changed in the Portfolio — Aug 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (4)

SAMCO ELSS TAX SAVER FUND 2.86%

Motilal Oswal Contra Fund 1.73%

Groww Multi Asset Allocation Fund Direct Growth 0.56%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.1%

▼ Exits (0)

No exits this month

↑ Increased (10)

SAMCO FLEXICAP FUND +0.35%

quant Small Cap Fund - Growth Option - Direct Plan +0.05%

Union Active Momentum Fund - Direct Plan - Growth Option +0.36%

CAPITALMIND FLEXI CAP FUND DIRECT GROWTH +0.03%

CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION +0.06%

Samco Special Opportunities Fund +0.02%

ICICI Prudential Banking & Financial Services Fund +0.09%

Invesco India Flexi Cap Fund - Direct Plan - Growth +0.02%

↓ Decreased (8)

Motilal Oswal Active Momentum Fund- Direct-Growth -0.5%

Samco Small Cap Fund -0.27%

SBI Small Cap Fund - Direct Plan - Growth -0.01%

BANK OF INDIA Small Cap Fund Direct Plan Growth -0.14%

Samco Multi Cap Fund -0.32%

Invesco India Smallcap Fund - Direct Plan - Growth -0.02%

TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH -0.13%

DSP Small Cap Fund - Direct Plan - Growth -0.02%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Small Cap	8	1.82%
Equity	6	1.77%
Flexi Cap	3	2.75%
Multi Asset	2	0.67%
ELSS	1	2.86%
Value/Contra	1	1.73%
Multi Cap	1	1.15%

All Holdings

Which 22 Active Funds Hold Anand Rathi Wealth Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
SAMCO FLEXICAP FUND Samco Mutual Fund	Flexi Cap	4.6%	₹12.03 Cr	+0.35%
Motilal Oswal Active Momentum Fund- Direct-Growth Motilal Oswal Mutual Fund	Equity	3.27%	₹37.79 Cr	-0.5%
Samco Small Cap Fund Samco Mutual Fund	Small Cap	3.23%	₹6.34 Cr	-0.27%
quant Small Cap Fund - Growth Option - Direct Plan Quant Mutual Fund	Small Cap	2.94%	₹1,046.30 Cr	+0.05%
SAMCO ELSS TAX SAVER FUND Samco Mutual Fund	ELSS	2.86%	₹3.11 Cr	NEW
Union Active Momentum Fund - Direct Plan - Growth Option Union Mutual Fund	Equity	2.78%	₹14.89 Cr	+0.36%
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH Capitalmind Mutual Fund	Flexi Cap	2.69%	₹12.79 Cr	+0.03%
SBI Small Cap Fund - Direct Plan - Growth SBI Mutual Fund	Small Cap	2.17%	₹925.76 Cr	-0.01%
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Small Cap	1.92%	₹281.51 Cr	+0.06%
Samco Special Opportunities Fund ITI Mutual Fund	Equity	1.82%	₹2.32 Cr	+0.02%
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund	Equity	1.75%	₹198.48 Cr	+0.09%
Motilal Oswal Contra Fund Motilal Oswal Mutual Fund	Value/Contra	1.73%	₹7.70 Cr	NEW
BANK OF INDIA Small Cap Fund Direct Plan Growth Bank of India Mutual Fund	Small Cap	1.4%	₹46.29 Cr	-0.14%
Samco Multi Cap Fund Samco Mutual Fund	Multi Cap	1.15%	₹2.65 Cr	-0.32%
Invesco India Smallcap Fund - Direct Plan - Growth Invesco Mutual Fund	Small Cap	1.12%	₹175.79 Cr	-0.02%
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH Trust Mutual Fund	Small Cap	0.98%	₹33.72 Cr	-0.13%
Invesco India Flexi Cap Fund - Direct Plan - Growth Invesco Mutual Fund	Flexi Cap	0.97%	₹55.11 Cr	+0.02%
SAMCO DYNAMIC ASSET ALLOCATION FUND Samco Mutual Fund	Equity	0.89%	₹1.49 Cr	+0.1%
DSP Small Cap Fund - Direct Plan - Growth DSP Mutual Fund	Small Cap	0.82%	₹178.64 Cr	-0.02%
Samco Multi Asset Allocation Fund Samco Mutual Fund	Multi Asset	0.77%	₹3.06 Cr	+0.04%
Groww Multi Asset Allocation Fund Direct Growth Groww Mutual Fund	Multi Asset	0.56%	₹2.18 Cr	NEW
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.1%	₹16.42 L	NEW

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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.