The Wealth Company Large & Mid Cap Fund
Holdings
52
Broad portfolio
Top 10 weight
31%
Concentration
Strategy
Active
Portfolio style
Equity
94%
Asset allocation
Portfolio
23Sectors1Large positions12.7%Top: Banks6.3%Cash
Market-cap allocation
Large cap36%
Mid cap36%
Small cap18%
Asset allocation
Equity94%
Top holdings
ICICI Bank LimitedEQUITY5.2%
Net Receivable/PayableCASH4.0%
Bajaj Finance LimitedEQUITY3.0%
BSE LtdEQUITY3.0%
HDFC Bank LimitedEQUITY2.8%
Larsen & Toubro LimitedEQUITY2.7%
Billionbrains Garage Ventures Ltd.EQUITY2.7%
Max Healthcare Institute LimitedEQUITY2.6%
Aurobindo Pharma LimitedEQUITY2.4%
Balkrishna Industries LimitedEQUITY2.3%
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Portfolio read
- 94% equity.
- Large-cap exposure is 36%.
- Largest equity sector is Banks at 12.7%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks12.7%
Capital Markets8.6%
Auto Components5.7%
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