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WCFL

The Wealth Company Mutual Fund As of 2026-06-30
Holdings
43
Concentrated
Top 10 weight
37%
Concentration
Active share
-
Style
Equity
93%
Asset allocation

Portfolio

-Sectors 2High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap46%
Mid cap22%
Small cap18%

Asset allocation

Equity93%

Top holdings

Net Receivable/PayableCASH_EQUIVALENT
4.3%
BSE LtdEQUITY
3.2%

AI Smart summary

Pros

  • Low top-10 concentration (37%).

Cons

  • No major structural red flags.

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.

Banks19.3%
Pharmaceuticals & Biotechnology8.5%
Auto Components8.4%
Automobiles8.0%
Capital Markets7.5%
Construction4.9%
Electrical Equipment4.0%
Finance3.5%
IT - Software3.4%
Chemicals & Petrochemicals2.5%
Aerospace & Defense2.5%
Healthcare Services2.5%
Petroleum Products2.4%
Financial Technology (Fintech)2.4%