The Wealth Company Flexi Cap Fund
Holdings
43
Concentrated
Top 10 weight
37%
Concentration
Strategy
Active
Portfolio style
Equity
93%
Asset allocation
Portfolio
22Sectors2Large positions19.3%Top: Banks7.0%Cash
Market-cap allocation
Large cap46%
Mid cap22%
Small cap18%
Asset allocation
Equity93%
Top holdings
HDFC Bank LimitedEQUITY5.9%
ICICI Bank LimitedEQUITY5.7%
Net Receivable/PayableCASH4.3%
Bajaj Finance LimitedEQUITY3.5%
State Bank of IndiaEQUITY3.2%
BSE LtdEQUITY3.2%
Larsen & Toubro LimitedEQUITY3.0%
TVS Motor Company LimitedEQUITY2.8%
Multi Commodity Exchange of India Ltd.EQUITY2.8%
Aurobindo Pharma LimitedEQUITY2.7%
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Portfolio read
- 93% equity.
- Large-cap exposure is 46%.
- Largest equity sector is Banks at 19.3%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Flexi Cap Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks19.3%
Auto Components8.4%
Automobiles8.0%
Capital Markets7.5%
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