Which mutual funds hold Anand Rathi Wealth Limited?

23 mutual funds hold Anand Rathi Wealth Limited as of Sep 2026. The highest weight is 5.3% 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 Sep 2026

Share: WhatsApp ✕ X

Search another stock:

Active Funds Holding

vs Last Month

+1 funds

Total Value

₹1,880.09 Cr

Avg Weight

1.64%

New Entries

Exits

Top Holder

SAMCO FLEXICAP FUND 5.3%

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 23 active mutual funds with total exposure of ₹1,880.09 Cr. This month 4 funds entered and 3 funds exited. SAMCO FLEXICAP FUND has the highest allocation at 5.3%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Sep 2026 REFERENCE	23	₹1,880	48 / 49
Aug 2026	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

📌 Portfolio changes below are based on Sep 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Sep 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)

Bank Of India Balanced Advantage Fund 1.1%

Bank of India Banking & Financial Services Fund - Direct Plan - Growth 1.02%

BANK OF INDIA Large Cap Fund Direct Plan Growth 0.75%

Bank of India Multi Asset Allocation Fund-Direct Plan-Growth 0.74%

▼ Exits (3)

Motilal Oswal Active Momentum Fund- Direct-Growth 3.27%

quant Small Cap Fund - Growth Option - Direct Plan 2.94%

SAMCO DYNAMIC ASSET ALLOCATION FUND 0.89%

↑ Increased (8)

SAMCO FLEXICAP FUND +0.7%

CAPITALMIND FLEXI CAP FUND DIRECT GROWTH +0.59%

SAMCO ELSS TAX SAVER FUND +0.02%

BANK OF INDIA Small Cap Fund Direct Plan Growth +0.68%

Motilal Oswal Contra Fund +0.28%

ICICI Prudential Banking & Financial Services Fund +0.02%

Samco Multi Cap Fund +0.01%

Groww Multi Asset Allocation Fund Direct Growth +0.15%

↓ Decreased (9)

Samco Small Cap Fund -0.47%

Union Active Momentum Fund - Direct Plan - Growth Option -0.14%

Samco Special Opportunities Fund -0.02%

CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION -0.35%

Invesco India Smallcap Fund - Direct Plan - Growth -0.07%

Invesco India Flexi Cap Fund - Direct Plan - Growth -0.03%

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

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

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Small Cap	7	1.61%
Equity	5	1.47%
Flexi Cap	3	3.17%
Multi Asset	3	0.6%
ELSS	1	2.88%
Value/Contra	1	2.01%
Multi Cap	1	1.16%
Balanced Advantage	1	1.1%
Large Cap	1	0.75%

All Holdings

Which 23 Active Funds Hold Anand Rathi Wealth Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
SAMCO FLEXICAP FUND Samco Mutual Fund	Flexi Cap	5.3%	₹12.66 Cr	+0.7%
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH Capitalmind Mutual Fund	Flexi Cap	3.28%	₹15.16 Cr	+0.59%
SAMCO ELSS TAX SAVER FUND Samco Mutual Fund	ELSS	2.88%	₹3.00 Cr	+0.02%
Samco Small Cap Fund Samco Mutual Fund	Small Cap	2.76%	₹7.45 Cr	-0.47%
Union Active Momentum Fund - Direct Plan - Growth Option Union Mutual Fund	Equity	2.64%	₹14.33 Cr	-0.14%
SBI Small Cap Fund - Direct Plan - Growth SBI Mutual Fund	Small Cap	2.17%	₹890.40 Cr	—
BANK OF INDIA Small Cap Fund Direct Plan Growth Bank of India Mutual Fund	Small Cap	2.08%	₹76.32 Cr	+0.68%
Motilal Oswal Contra Fund Motilal Oswal Mutual Fund	Value/Contra	2.01%	₹8.18 Cr	+0.28%
Samco Special Opportunities Fund ITI Mutual Fund	Equity	1.8%	₹2.23 Cr	-0.02%
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund	Equity	1.77%	₹190.90 Cr	+0.02%
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION Canara Robeco Mutual Fund	Small Cap	1.57%	₹219.64 Cr	-0.35%
Samco Multi Cap Fund Samco Mutual Fund	Multi Cap	1.16%	₹2.55 Cr	+0.01%
Bank Of India Balanced Advantage Fund Bank of India Mutual Fund	Balanced Advantage	1.1%	₹1.91 Cr	NEW
Invesco India Smallcap Fund - Direct Plan - Growth Invesco Mutual Fund	Small Cap	1.05%	₹169.08 Cr	-0.07%
Bank of India Banking & Financial Services Fund - Direct Plan - Growth Bank of India Mutual Fund	Equity	1.02%	₹2.54 Cr	NEW
Invesco India Flexi Cap Fund - Direct Plan - Growth Invesco Mutual Fund	Flexi Cap	0.94%	₹50.88 Cr	-0.03%
TRUSTMF SMALL CAP FUND -DIRECT PLAN-GROWTH Trust Mutual Fund	Small Cap	0.84%	₹32.43 Cr	-0.14%
DSP Small Cap Fund - Direct Plan - Growth DSP Mutual Fund	Small Cap	0.8%	₹171.81 Cr	-0.02%
BANK OF INDIA Large Cap Fund Direct Plan Growth Bank of India Mutual Fund	Large Cap	0.75%	₹1.70 Cr	NEW
Bank of India Multi Asset Allocation Fund-Direct Plan-Growth Bank of India Mutual Fund	Multi Asset	0.74%	₹2.73 Cr	NEW
Groww Multi Asset Allocation Fund Direct Growth Groww Mutual Fund	Multi Asset	0.71%	₹2.66 Cr	+0.15%
Samco Multi Asset Allocation Fund Samco Mutual Fund	Multi Asset	0.36%	₹1.38 Cr	-0.41%
JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Equity	0.1%	₹15.79 L	—

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.