The Wealth Company Small Cap Fund
The Wealth Company Mutual Fund
As of 2026-05-31
Holdings
59
Well diversified
Top 10 weight
22%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
23Sectors
12High-conviction bets
9%Top sector wt.
-Cash
Market-cap allocation
Large cap12%
Mid cap7%
Small cap67%
Asset allocation
Asset mix not available.
Top holdings
10.3%
ZEN TECHNOLOGIES LIMITEDEQUITY
2.6%2.4%
Tech Mahindra LimitedEQUITY
2.4%2.2%
2.2%
SBFC Finance LimitedEQUITY
2.2%2.1%
Granules India LimitedEQUITY
2.1%2.1%
2.1%
VOLTAMP TRANSFORMERS LTDEQUITY
2.0%2.0%
2.0%
Ather Energy LimitedEQUITY
2.0%1.9%
1.9%
1.9%
1.9%
Elgi Equipments LimitedEQUITY
1.9%State Bank of IndiaEQUITY
1.8%Aavas Financiers LimitedEQUITY
1.8%1.8%
Azad Engineering LimitedEQUITY
1.8%1.7%
1.6%
1.6%
1.6%
1.6%
1.6%
Bajaj Auto LimitedEQUITY
1.5%1.5%
Neuland Laboratories LtdEQUITY
1.5%1.5%
V-Mart Retail LimitedEQUITY
1.5%URBAN CLUBRetailing
1.5%1.4%
Orkla India LimitedEQUITY
1.4%Bank of MaharashtraEQUITY
1.4%JM FINANCIAL LTDEQUITY
1.3%Net Receivable/PayableCASH_EQUIVALENT
1.3%1.2%
1.2%
1.2%
Polycab India LimitedEQUITY
1.2%1.2%
1.1%
Doms Industries LimitedEQUITY
1.1%Birlasoft LtdEQUITY
1.1%1.1%
AI Smart summary
Pros
- Well-diversified across 59 holdings.
- Low top-10 concentration (22%).
Cons
- Small-cap heavy (67%) - higher volatility.
- Concentrated in Electrical Equipment - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in this category.
No peers found in this category.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
8.9%
6.4%
6.4%
6.4%
6.2%
6.1%
6.0%
5.5%
5.2%
5.2%
4.8%
4.7%
4.6%
3.0%