The Wealth Company Balanced Advt Fund
Holdings
52
Broad portfolio
Top 10 weight
44%
Concentration
Strategy
Active
Portfolio style
Equity
75%
Asset allocation
Portfolio
26Sectors2Large positions11.8%Top: Banks12.0%Cash
Market-cap allocation
Large cap40%
Mid cap15%
Small cap12%
Asset allocation
Equity75%
Top holdings
CCILCASH10.8%
7.38% REC Limited 28-FEB-2029**DEBT6.3%
7.64% NABARD 06-DEC-2029EQUITY4.2%
HDFC Bank LimitedEQUITY4.2%
7.04% SIDBI 09-FEB-2029**DEBT4.2%
7.57% Bajaj Finance Ltd 03-APR-2030**EQUITY4.1%
ICICI Bank LimitedEQUITY2.8%
Billionbrains Garage Ventures Ltd.EQUITY2.5%
Trent LimitedEQUITY2.5%
7.68% NABARD 30-APR-2029DEBT2.1%
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Portfolio read
- 75% equity.
- Large-cap exposure is 40%.
- Largest equity sector is Banks at 11.8%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks11.8%
Finance7.8%
Auto Components4.9%
Automobiles4.5%
ICRA AAA4.2%
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