The Wealth Company Small Cap Fund Direct-Growth
The Wealth Company
Detailed equity portfolio holdings for The Wealth Company Small Cap 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.
57 holdings· 93.28% 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 |
|---|---|---|---|---|
| Ather Energy Ltd ATHERENERG | 3.24% | +0.64 pp | Automobiles | Increased |
| Motilal Oswal Financial Services Ltd MOTILALOFS | 2.91% | +2.34 pp | Capital Markets | Increased |
| Data Patterns (India) Ltd DATAPATTNS | 2.60% | +0.54 pp | Aerospace & Defense | Increased |
| Jyoti CNC Automation Ltd JYOTICNC | 2.54% | +0.55 pp | Capital Goods | Increased |
| Jupiter Life Line Hospitals Ltd JLHL | 2.47% | -0.10 pp | Healthcare Services | Decreased |
| Zen Technologies Ltd ZENTEC | 2.39% | +0.71 pp | Aerospace & Defense | Increased |
| Amber Enterprises India Ltd AMBER | 2.33% | +0.26 pp | Consumer Goods | Increased |
| Jindal Steel Ltd JINDALSTEL | 2.31% | +0.41 pp | Metals & Mining | Increased |
| Metropolis Healthcare Ltd METROPOLIS | 2.28% | +0.47 pp | Healthcare Services | Increased |
| Ethos Ltd ETHOSLTD | 2.26% | -0.44 pp | Consumer Goods | Decreased |
| Amara Raja Energy & Mobility Ltd ARE&M | 2.19% | +0.43 pp | Automobiles | Increased |
| Azad Engineering Ltd AZAD | 2.10% | +0.96 pp | Capital Goods | Increased |
| Urban Company Ltd URBANCO | 2.01% | +0.05 pp | Retail | Increased |
| Indo-MIM Ltd INDOMIM | 2.00% | +1.59 pp | Industrials | Increased |
| Leela Palaces Hotels & Resorts Ltd THELEELA | 1.90% | +0.66 pp | Leisure Services | Increased |
| CG Power & Industrial Solutions Ltd CGPOWER | 1.88% | -0.04 pp | Capital Goods | Decreased |
| Sumitomo Chemical India Ltd SUMICHEM | 1.87% | -0.38 pp | Chemicals | Decreased |
| Billionbrains Garage Ventures Ltd GROWW | 1.86% | -0.68 pp | Capital Markets | Decreased |
| SBI Funds Management Ltd SBIFUNDS | 1.84% | +0.35 pp | Financial Services | Increased |
| eClerx Services Ltd ECLERX | 1.84% | +0.88 pp | Commercial Services | Increased |
| Oracle Financial Services Software Ltd OFSS | 1.83% | +0.06 pp | Information Technology | Increased |
| V-Mart Retail Ltd VMART | 1.79% | -0.22 pp | Retail | Decreased |
| Aequs Ltd AEQUS | 1.75% | +0.22 pp | Aerospace & Defense | Increased |
| Caliber Mining and Logistics Ltd CMLL | 1.74% | +0.42 pp | Energy | Increased |
| Kirloskar Oil Engines Ltd KIRLOSENG | 1.73% | +0.69 pp | Industrial Products | Increased |
| Varun Beverages Ltd VBL | 1.70% | +0.99 pp | Beverages | Increased |
| Redington Ltd REDINGTON | 1.70% | +0.20 pp | Commercial Services | Increased |
| Ujjivan Small Finance Bank Ltd UJJIVANSFB | 1.65% | +0.02 pp | Banks | Increased |
| S J S Enterprises Ltd SJS | 1.65% | +0.05 pp | Automobiles | Increased |
| Caplin Point Laboratories Ltd CAPLIPOINT | 1.62% | +0.34 pp | Healthcare | Increased |
| Schneider Electric Infrastructure Ltd SCHNEIDER | 1.62% | -0.17 pp | Capital Goods | Decreased |
| Netweb Technologies India Ltd NETWEB | 1.61% | -0.27 pp | Information Technology | Decreased |
| Multi Commodity Exchange of India Ltd MCX | 1.58% | +1.58 pp | Capital Markets | New |
| Swiggy Ltd SWIGGY | 1.57% | -0.37 pp | Retail | Decreased |
| Syrma SGS Technology Ltd SYRMA | 1.55% | +0.18 pp | Capital Goods | Increased |
| Sudarshan Chemical Industries Ltd SUDARSCHEM | 1.47% | +1.47 pp | Chemicals | New |
| Tips Music Ltd TIPSMUSIC | 1.47% | -0.39 pp | Media | Decreased |
| Olectra Greentech Ltd OLECTRA | 1.46% | -0.14 pp | Automobiles | Decreased |
| Neuland Laboratories Ltd NEULANDLAB | 1.46% | +0.46 pp | Healthcare | Increased |
| CIE Automotive India Ltd CIEINDIA | 1.40% | -0.38 pp | Automobiles | Decreased |
| CCL Products (India) Ltd CCL | 1.35% | -0.41 pp | Consumer Goods | Decreased |
| Inventurus Knowledge Solutions Ltd IKS | 1.34% | +0.47 pp | Information Technology | Increased |
| BASF India Ltd BASF | 1.33% | -0.47 pp | Chemicals | Decreased |
| Blackbuck Ltd BLACKBUCK | 1.33% | +1.33 pp | Logistics & Cargo | New |
| ZF Commercial Vehicle Control System India Ltd ZFCVINDIA | 1.27% | +0.02 pp | Automobiles | Increased |
| Kansai Nerolac Paints Ltd KANSAINER | 1.27% | -0.13 pp | Consumer Goods | Decreased |
| City Union Bank Ltd CUB | 1.23% | +1.23 pp | Banks | New |
| Suzlon Energy Ltd SUZLON | 1.23% | -0.49 pp | Capital Goods | Decreased |
| Sandhar Technologies Limited SANDHAR | 0.96% | +0.37 pp | Automobiles | Increased |
| West Coast Paper Mills Ltd WSTCSTPAPR | 0.95% | -0.79 pp | Forest Materials | Decreased |
| Rajratan Global Wire Ltd RAJRATAN | 0.89% | -0.63 pp | Automobiles | Decreased |
| Le Travenues Technology Ltd IXIGO | 0.88% | +0.19 pp | Leisure Services | Increased |
| Aptus Value Housing Finance India Ltd APTUS | 0.77% | +0.77 pp | Financial Services | New |
| Sanathan Textiles Ltd SANATHAN | 0.70% | -0.44 pp | Textiles | Decreased |
| Senco Gold Ltd SENCO | 0.59% | -1.69 pp | Consumer Goods | Decreased |
| Skyways Air Services Ltd SKYWAYS | 0.01% | +0.01 pp | Services | New |
| Symbiotec Pharmalab Ltd SYMBIOTEC | 0.01% | +0.01 pp | Healthcare | New |