The Wealth Company Ethical Fund
Holdings
47
Concentrated
Top 10 weight
36%
Concentration
Strategy
Active
Portfolio style
Equity
97%
Asset allocation
Portfolio
22Sectors1Large positions13.0%Top: Industrial Products2.6%Cash
Market-cap allocation
Large cap35%
Mid cap30%
Small cap32%
Asset allocation
Equity97%
Top holdings
Cummins India LimitedEQUITY5.8%
Polycab India LimitedEQUITY3.8%
GE Vernova T&D India LimitedEQUITY3.8%
Netweb Technologies India LimitedEQUITY3.5%
SCHNEIDER ELECTRIC INFRASTRUCTURE LTD.EQUITY3.5%
Infosys LimitedEQUITY3.4%
Marico LimitedEQUITY3.2%
Trent LimitedEQUITY3.1%
TENNECO CLEAN AIR INDIA LIMITEDEQUITY3.0%
Indus Towers LimitedEQUITY3.0%
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Portfolio read
- 97% equity.
- Large-cap exposure is 35%.
- Largest equity sector is Industrial Products at 13.0%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Thematic Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Industrial Products13.0%
IT - Software12.0%
Auto Components6.4%
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