| Month | Funds | AUM (Cr) | AMCs | Status |
|---|---|---|---|---|
| Aug 2026 REFERENCE | 3 | ₹216 | 49 / 49 | ✅ Complete |
| Jul 2026 | 2 | ₹187 | 49 / 49 | ✅ Complete |
| Jun 2026 | 2 | ₹162 | 49 / 49 | ✅ Complete |
| May 2026 | 2 | ₹138 | 49 / 49 | ✅ Complete |
| Apr 2026 | 1 | ₹113 | 49 / 49 | ✅ Complete |
📌 Portfolio changes below are based on Aug 2026 data — the most complete month with 49 AMCs we cover uploaded.
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.
| Category | Funds | Avg Weight | Distribution |
|---|---|---|---|
| Focused | 1 | 4.8% | |
| Flexi Cap | 1 | 2.58% | |
| Equity | 1 | 2.26% |
| Fund ↕ | Category ↕ | Weight ↕ | Value ↕ | Change ↕ |
|---|---|---|---|---|
|
Old Bridge Focused Fund
Old Bridge Mutual Fund |
Focused | 4.8% | ₹208.88 Cr | +0.22% |
|
THE WEALTH COMPANY FLEXI CAP FUND
The Wealth Company Mutual Fund |
Flexi Cap | 2.58% | ₹6.47 Cr | NEW |
|
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND
The Wealth Company Mutual Fund |
Equity | 2.26% | ₹1.08 Cr | NEW |
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.