Capital Markets
Anand Rathi Wealth Limited
ISIN: INE463V01026 · Data as of Apr 2026
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Active Funds Holding
12
vs Last Month
+1 funds
Total Value
₹2,246.80 Cr
Avg Weight
1.62%
New Entries
2
Exits
1
Top Holder
Motilal Oswal Active Momentum Fund- Direct-Growth 4.39%
ℹ️ Index funds and ETFs are excluded from this analysis. They passively track an index and hold stocks mechanically — not because of a fund manager's conviction. Only actively managed funds reflect genuine fund manager decisions.
📋 What Changed This Month

Anand Rathi Wealth Limited is currently held by 12 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹2,246.80 Cr. This month 2 funds entered and 1 fund exited. Motilal Oswal Active Momentum Fund- Direct-Growth has the highest allocation at 4.39%, followed by quant Small Cap Fund - Growth Option - Direct Plan at 2.81%. ↓ Scroll down for full fund list and monthly changes.

Trend
Active Fund Count — Last 3 Months
Feb
Mar
Apr
By Category
Fund Category Breakdown
CategoryFundsAvg WeightDistribution
Small Cap 7 1.79%
Equity 4 1.40%
Flexi Cap 2 1.70%
All Holdings
All 12 Active Funds Holding Anand Rathi Wealth Limited
Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Mutual Fund
Equity 4.39% ₹17.37 Cr +0.7%
quant Small Cap Fund - Growth Option - Direct Plan
Quant Mutual Fund
Small Cap 2.81% ₹854.81 Cr +0.02%
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
Capitalmind Mutual Fund
Flexi Cap 2.47% ₹10.51 Cr NEW
SBI Small Cap Fund - Direct Plan - Growth
SBI Mutual Fund
Small Cap 2.04% ₹756.34 Cr +0.07%
BANK OF INDIA Small Cap Fund Direct Plan Growth
Bank of India Mutual Fund
Small Cap 1.74% ₹37.82 Cr -0.06%
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION
Canara Robeco Mutual Fund
Small Cap 1.73% ₹229.99 Cr +0.06%
Invesco India Smallcap Fund - Direct Plan - Growth
Invesco Mutual Fund
Small Cap 1.30% ₹143.62 Cr -0.01%
Invesco India Flexi Cap Fund - Direct Plan - Growth
Invesco Mutual Fund
Flexi Cap 0.93% ₹45.02 Cr +0.03%
Union Active Momentum Fund - Direct Plan - Growth Option
Union Mutual Fund
Equity 0.88% ₹3.88 Cr NEW
DSP Small Cap Fund - Direct Plan - Growth
DSP Mutual Fund
Small Cap 0.82% ₹145.94 Cr +0.02%
Franklin India Multi-Factor Fund- Direct- Growth
Franklin Templeton Mutual Fund
Equity 0.26% ₹1.40 Cr +0.02%
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option
JioBlackRock Mutual Fund
Equity 0.07% ₹10.16 L +0.01%