The Wealth Company Ethical Fund Direct-Growth
The Wealth Company
Detailed equity portfolio holdings for The Wealth Company Ethical Fund Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
49 holdings· 92.60% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| Netweb Technologies India Ltd NETWEB | 3.81% | +0.39 pp | Information Technology | Increased |
| Jyoti CNC Automation Ltd JYOTICNC | 3.63% | +0.59 pp | Capital Goods | Increased |
| Infosys Ltd INFY | 3.31% | -0.09 pp | Information Technology | Decreased |
| GE Vernova T&D India Ltd GVT&D | 3.24% | +1.13 pp | Capital Goods | Increased |
| Tata Consultancy Services Ltd TCS | 3.21% | -0.05 pp | Information Technology | Decreased |
| Amber Enterprises India Ltd AMBER | 3.15% | +1.29 pp | Consumer Goods | Increased |
| Cummins India Ltd CUMMINSIND | 3.10% | -0.80 pp | Industrial Products | Decreased |
| Tech Mahindra Ltd TECHM | 2.91% | -0.13 pp | Information Technology | Decreased |
| Marico Ltd MARICO | 2.89% | -0.38 pp | FMCG | Decreased |
| Max Healthcare Institute Ltd MAXHEALTH | 2.63% | -0.22 pp | Healthcare Services | Decreased |
| Apar Industries Ltd APARINDS | 2.58% | +0.43 pp | Capital Goods | Increased |
| Trent Ltd TRENT | 2.54% | -0.19 pp | Retail | Decreased |
| Aster DM Quality Care Ltd ASTERDM | 2.46% | -0.29 pp | Healthcare Services | Decreased |
| Dixon Technologies (India) Ltd DIXON | 2.45% | +0.06 pp | Consumer Goods | Increased |
| Redington Ltd REDINGTON | 2.43% | +0.18 pp | Commercial Services | Increased |
| Coforge Ltd COFORGE | 2.32% | +0.25 pp | Information Technology | Increased |
| State Bank of India SBIN | 2.17% | 0.00 pp | Banks | Unchanged |
| Shriram Finance Ltd SHRIRAMFIN | 2.16% | +0.06 pp | Financial Services | Increased |
| Polycab India Ltd POLYCAB | 2.07% | -1.35 pp | Industrial Products | Decreased |
| CRISIL Ltd CRISIL | 2.05% | +0.14 pp | Financial Services | Increased |
| Persistent Systems Ltd PERSISTENT | 2.04% | -0.04 pp | Information Technology | Decreased |
| Vishal Mega Mart Ltd VMM | 1.96% | +1.96 pp | Retail | New |
| Amara Raja Energy & Mobility Ltd ARE&M | 1.95% | -0.10 pp | Automobiles | Decreased |
| Hindalco Industries Ltd HINDALCO | 1.95% | +0.02 pp | Metals & Mining | Increased |
| Tenneco Clean Air India Ltd TENNIND | 1.93% | -0.76 pp | Consumer Discretionary | Decreased |
| Hindustan Copper Ltd HINDCOPPER | 1.92% | +0.07 pp | Metals & Mining | Increased |
| Olectra Greentech Ltd OLECTRA | 1.86% | -0.13 pp | Automobiles | Decreased |
| Uno Minda Ltd UNOMINDA | 1.86% | +0.09 pp | Automobiles | Increased |
| Elgi Equipments Ltd ELGIEQUIP | 1.83% | +0.12 pp | Industrial Products | Increased |
| Schneider Electric Infrastructure Ltd SCHNEIDER | 1.78% | -0.93 pp | Capital Goods | Decreased |
| Fortis Healthcare Ltd FORTIS | 1.76% | -0.13 pp | Healthcare Services | Decreased |
| Endurance Technologies Ltd ENDURANCE | 1.74% | +0.02 pp | Automobiles | Increased |
| Jindal Steel Ltd JINDALSTEL | 1.74% | +0.08 pp | Metals & Mining | Increased |
| Ujjivan Small Finance Bank Ltd UJJIVANSFB | 1.68% | -0.12 pp | Banks | Decreased |
| UltraTech Cement Ltd ULTRACEMCO | 1.67% | -0.12 pp | Construction | Decreased |
| Gabriel India Ltd GABRIEL | 1.40% | +1.40 pp | Automobiles | New |
| SBI Funds Management Ltd SBIFUNDS | 1.25% | -0.06 pp | Financial Services | Decreased |
| Pricol Ltd PRICOLLTD | 1.17% | +1.17 pp | Automobiles | New |
| Syrma SGS Technology Ltd SYRMA | 1.05% | +0.02 pp | Capital Goods | Increased |
| Mphasis Ltd MPHASIS | 1.00% | +1.00 pp | Information Technology | New |
| eClerx Services Ltd ECLERX | 0.96% | +0.96 pp | Commercial Services | New |
| BSE Ltd BSE | 0.80% | -0.11 pp | Capital Markets | Decreased |
| Balkrishna Industries Ltd BALKRISIND | 0.55% | -0.07 pp | Automobiles | Decreased |
| Force Motors Ltd FORCEMOT | 0.53% | +0.53 pp | Automobiles | New |
| Bharti Airtel Ltd BHARTIARTL | 0.44% | -0.05 pp | Telecom | Decreased |
| Hitachi Energy India Ltd POWERINDIA | 0.33% | +0.33 pp | Capital Goods | New |
| Aditya Infotech Ltd CPPLUS | 0.22% | +0.22 pp | Capital Goods | New |
| Skyways Air Services Ltd SKYWAYS | 0.08% | +0.08 pp | Services | New |
| Shiprocket Ltd SHIPROCKET | 0.04% | +0.04 pp | Services | New |