The Wealth Company Small Cap Fund
Holdings
58
Broad portfolio
Top 10 weight
28%
Concentration
Strategy
Active
Portfolio style
Equity
89%
Asset allocation
Portfolio
23Sectors1Large positions10.7%Top: Electrical Equipment9.0%Cash
Market-cap allocation
Large cap5%
Mid cap15%
Small cap69%
Asset allocation
Equity89%
Top holdings
CCILCASH8.3%
Ather Energy LimitedEQUITY2.6%
Aavas Financiers LimitedEQUITY2.3%
URBAN CLUBEQUITY2.2%
Billionbrains Garage Ventures Ltd.EQUITY2.2%
Multi Commodity Exchange of India Ltd.EQUITY2.2%
CG Power And Industrial Solutions LtdEQUITY2.1%
ZEN TECHNOLOGIES LIMITEDEQUITY2.1%
Senco Gold LimitedGOLD2.1%
Jupiter Life Line Hospitals LimitedEQUITY2.0%
Sign in for free to unlock all 58 holdings →Portfolio insights
Portfolio read
- 89% equity.
- Large-cap exposure is 5%.
- Largest equity sector is Electrical Equipment at 10.7%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Small Cap Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Electrical Equipment10.7%
Auto Components7.0%
Retailing5.6%
Sign in for free to unlock all 23 sectors →