Holdings
46
Concentrated
Top 10 weight
64%
Concentration
Active share
-
Style
Equity
79%
Asset allocation
Portfolio
-Sectors
6High-conviction bets
-Top sector wt.
0.0%Cash
Market-cap allocation
Large cap42%
Mid cap33%
Small cap4%
Asset allocation
Equity79%
Top holdings
The Wealth Company Mutual Fund - Liquid FundMUTUAL_FUND
15.9%ICICI Bank LimitedEQUITY
8.4%Axis Bank LimitedEQUITY
7.6%5.8%
5.3%
Vodafone Idea LimitedEQUITY
5.0%4.8%
Tata Steel LimitedEQUITY
4.1%Bajaj Finserv LimitedEQUITY
3.3%CCILCASH_EQUIVALENT
3.2%2.8%
2.2%
Net Receivable/PayableCASH_EQUIVALENT
2.0%NBCC (India) LimitedEQUITY
2.0%Laurus Labs LimitedEQUITY
2.0%1.9%
1.9%
Dalmia Bharat LimitedEQUITY
1.9%1.8%
Yes Bank LtdEQUITY
1.8%Biocon LimitedEQUITY
1.7%Indus Towers LimitedEQUITY
1.5%Eternal LimitedEQUITY
1.4%HDFC Bank LimitedEQUITY
1.3%1.3%
1.1%
Shriram Finance LimitedEQUITY
1.0%0.8%
GMR Airports LimitedEQUITY
0.7%0.6%
0.6%
0.6%
0.5%
Bank of BarodaEQUITY
0.4%United Spirits LimitedEQUITY
0.4%Varun Beverages LimitedEQUITY
0.4%Lodha Developers LimitedEQUITY
0.3%0.3%
0.3%
UltraTech Cement LimitedEQUITY
0.3%NMDC LimitedEQUITY
0.2%State Bank of IndiaEQUITY
0.2%0.2%
0.1%
0.1%
Dabur India LimitedEQUITY
0.1%AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- High top-10 concentration (64%).
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.
19.8%
7.4%
6.5%
5.9%
5.0%
4.8%
4.1%
3.6%
3.4%
3.1%
2.2%
2.1%
2.0%
1.9%