Track how many active mutual funds hold wealth management, asset management and broking stocks in India. Monthly data shows where institutional conviction across HDFC AMC, Nippon Life AMC, 360 One, Motilal Oswal Financial, Angel One, Nuvama, Aditya Birla Sun Life AMC, UTI AMC, Anand Rathi Wealth, Prudent Corporate, ICICI Securities, Edelweiss, Geojit, Billionbrains Garage Ventures and others is rising or falling.
📅 Updated Jul 2026 · Index funds and ETFs excluded
| # | Stock Name | Apr | May % | Jun % | Jul % | Jul 2026 Funds | Overall % | AUM (₹ Cr) |
|---|---|---|---|---|---|---|---|---|
| 1 | Billionbrains Garage Ventures LtdCapital Markets | 55 | +96.4% | +13.9% | +1.6% | 125 | +127.3% | 9,623 |
| 2 | 360 One WAM LimitedCapital Markets | 77 | +13% | -1.1% | +15.1% | 99 | +28.6% | 6,435 |
| 3 | Nippon Life India Asset Management LimitedCapital Markets | 92 | +10.9% | -3.9% | -8.2% | 90 | -2.2% | 6,962 |
| 4 | HDFC Asset Management Company LimitedCapital Markets | 77 | -1.3% | -5.3% | +4.2% | 75 | -2.6% | 5,868 |
| 5 | Angel One LimitedCapital Markets | 57 | +26.3% | 0% | -20.8% | 57 | 0% | 3,746 |
| 6 | Prudent Corporate Advisory Services LimitedCapital Markets | 48 | 0% | 0% | 0% | 48 | 0% | 2,656 |
| 7 | Motilal Oswal Financial Services LimitedCapital Markets | 41 | -2.4% | 0% | -7.5% | 37 | -9.8% | 2,283 |
| 8 | Aditya Birla Sun Life AMC LimitedCapital Markets | 34 | +5.9% | +13.9% | -12.2% | 36 | +5.9% | 2,407 |
| 9 | UTI Asset Management Company LimitedCapital Markets | 23 | -8.7% | 0% | 0% | 21 | -8.7% | 1,345 |
| 10 | Nuvama Wealth Management LimitedCapital Markets | 14 | +21.4% | +23.5% | -14.3% | 18 | +28.6% | 1,615 |
| 11 | Anand Rathi Wealth LimitedCapital Markets | 12 | -8.3% | 0% | 0% | 11 | -8.3% | 2,640 |
| 12 | EDELWEISS FINANCIAL SERVICES LIMITEDFinance | 7 | 0% | +28.6% | 0% | 9 | +28.6% | 246 |
| 13 | Anand Rathi Share & Stock Brokers LtdCapital Markets | 3 | 0% | 0% | 0% | 3 | 0% | 77 |
Wealth management stocks include listed asset management companies, wealth advisory firms, and broking platforms that benefit from India growing financial savings pool. HDFC Asset Management Company is the largest mutual fund manager in India by assets under management. Nippon Life India Asset Management and Aditya Birla Sun Life AMC and UTI AMC are leading fund houses with strong retail distribution networks. 360 One WAM is a leading wealth manager serving ultra high net worth clients. Motilal Oswal Financial Services spans broking, asset management, investment banking and wealth advisory. Nuvama Wealth Management is a prominent wealth and asset services firm. Angel One is one of the largest retail broking platforms by active client count. Billionbrains Garage Ventures is the parent company of Groww, a leading fintech investment platform.
Rising fund counts over four months signal growing institutional conviction in the financial services sector. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
India mutual fund industry AUM has grown from under Rs 10 lakh crore a decade ago to over Rs 70 lakh crore today, driven by SIP inflows, rising financial literacy, and the shift from physical assets to financial savings. AMCs earn management fees as a percentage of AUM, making them highly operating-leveraged beneficiaries of this AUM growth. Wealth managers earn advisory and distribution fees that grow with client portfolios. Broking platforms benefit from rising demat account openings and transaction volumes. The SIP stopping ratio has declined and average SIP ticket sizes have risen, indicating improving retail investor commitment. SEBI regulations have broadened the mutual fund distribution ecosystem, benefiting registered investment advisors and platforms like Prudent Corporate and Groww.
For context on SEBI disclosure requirements, refer to AMFI India. For regulatory guidelines, visit SEBI India. Explore broader holding trends using our AAUM data page.
No — all counts exclude index funds, ETFs, and fund of funds. Only actively managed equity mutual funds are counted. Index funds mechanically hold stocks in proportion to index weight — their holdings do not reflect active manager conviction. By excluding them, fund counts here more accurately represent where professional stock pickers are actively building or reducing positions in India wealth management and financial services sector.
To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high financial sector exposure. For a broader market view, see our market cap categories page.