Which mutual funds hold Anand Rathi Wealth Limited?

18 mutual funds hold Anand Rathi Wealth Limited as of Jul 2026. The highest weight is 4.25% 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 Jul 2026

Share: WhatsApp ✕ X

Search another stock:

Active Funds Holding

vs Last Month

+2 funds

Total Value

₹2,854.07 Cr

Avg Weight

1.98%

New Entries

Exits

Top Holder

SAMCO FLEXICAP FUND 4.25%

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 18 active mutual funds with total exposure of ₹2,854.07 Cr. This month 3 funds entered and 1 fund exited. SAMCO FLEXICAP FUND has the highest allocation at 4.25%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	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
Mar 2026	13	₹1,969	48 / 49

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

This Month

What Changed in the Portfolio — Jul 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 (3)

SAMCO FLEXICAP FUND 4.25%

Union Active Momentum Fund - Direct Plan - Growth Option 2.42%

Samco Special Opportunities Fund 1.8%

▼ Exits (1)

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.08%

↑ Increased (10)

Samco Small Cap Fund +2.87%

quant Small Cap Fund - Growth Option - Direct Plan +0.11%

SBI Small Cap Fund - Direct Plan - Growth +0.11%

CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION +0.05%

ICICI Prudential Banking & Financial Services Fund +0.05%

Samco Multi Cap Fund +0.16%

TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH +0.14%

Invesco India Flexi Cap Fund - Direct Plan - Growth +0.01%

↓ Decreased (5)

Motilal Oswal Active Momentum Fund- Direct-Growth -0.11%

CAPITALMIND FLEXI CAP FUND DIRECT GROWTH -0.31%

BANK OF INDIA Small Cap Fund Direct Plan Growth -0.07%

Invesco India Smallcap Fund - Direct Plan - Growth -0.04%

Samco Multi Asset Allocation Fund -0.1%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Small Cap	8	1.88%
Equity	5	2.09%
Flexi Cap	3	2.62%
Multi Cap	1	1.47%
Multi Asset	1	0.73%

All Holdings

Which 18 Active Funds Hold Anand Rathi Wealth Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
SAMCO FLEXICAP FUND Samco Mutual Fund	Flexi Cap	4.25%	₹11.32 Cr	NEW
Motilal Oswal Active Momentum Fund- Direct-Growth Motilal Oswal Mutual Fund	Equity	3.77%	₹35.55 Cr	-0.11%
Samco Small Cap Fund Samco Mutual Fund	Small Cap	3.5%	₹5.97 Cr	+2.87%
quant Small Cap Fund - Growth Option - Direct Plan Quant Mutual Fund	Small Cap	2.89%	₹984.35 Cr	+0.11%
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH Capitalmind Mutual Fund	Flexi Cap	2.66%	₹12.04 Cr	-0.31%
Union Active Momentum Fund - Direct Plan - Growth Option Union Mutual Fund	Equity	2.42%	₹11.93 Cr	NEW
SBI Small Cap Fund - Direct Plan - Growth SBI Mutual Fund	Small Cap	2.18%	₹870.95 Cr	+0.11%
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Small Cap	1.86%	₹264.85 Cr	+0.05%
Samco Special Opportunities Fund ITI Mutual Fund	Equity	1.8%	₹2.18 Cr	NEW
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund	Equity	1.66%	₹186.73 Cr	+0.05%
BANK OF INDIA Small Cap Fund Direct Plan Growth Bank of India Mutual Fund	Small Cap	1.54%	₹43.55 Cr	-0.07%
Samco Multi Cap Fund Samco Mutual Fund	Multi Cap	1.47%	₹3.35 Cr	+0.16%
Invesco India Smallcap Fund - Direct Plan - Growth Invesco Mutual Fund	Small Cap	1.14%	₹165.39 Cr	-0.04%
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH Trust Mutual Fund	Small Cap	1.11%	₹31.72 Cr	+0.14%
Invesco India Flexi Cap Fund - Direct Plan - Growth Invesco Mutual Fund	Flexi Cap	0.95%	₹51.84 Cr	+0.01%
DSP Small Cap Fund - Direct Plan - Growth DSP Mutual Fund	Small Cap	0.84%	₹168.06 Cr	+0.02%
SAMCO DYNAMIC ASSET ALLOCATION FUND Samco Mutual Fund	Equity	0.79%	₹1.40 Cr	+0.38%
Samco Multi Asset Allocation Fund Samco Mutual Fund	Multi Asset	0.73%	₹2.88 Cr	-0.1%

Explore More

← Stock Search Top Stocks by MF Conviction Fund Directory AMC AAUM Rankings Market Cap Categories

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.