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WCLQ

The Wealth Company Mutual Fund As of 2026-06-30
Compare Run analysis
Holdings
30
Concentrated
Top 10 weight
58%
Concentration
Active share
-
Style
Equity
1%
Asset allocation

Portfolio

-Sectors 3High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity1%
Debt95%

Top holdings

CCILCASH_EQUIVALENT
13.0%
Punjab National Bank 17-SEP-2026**#DEBT
8.7%
91 Days Treasury Bill 06-Aug-2026DEBT
5.3%
NTPC Ltd 17-JUL-2026DEBT
4.4%
91 Days Treasury Bill 28-Aug-2026DEBT
4.4%
HDFC Bank Limited 20-AUG-2026**#DEBT
4.4%
Poonawalla Fincorp Limited 19-AUG-2026**DEBT
4.4%
Canara Bank 01-SEP-2026**#DEBT
4.4%
Bank of India 31-AUG-2026**#DEBT
4.4%
Axis Bank Limited 02-SEP-2026**#DEBT
4.4%

AI Smart summary

Pros

  • Balanced across the metrics we track.

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.

CRISIL A1+71.4%
SOVEREIGN15.5%
IND A1+4.4%
CARE A1+3.5%
CRISIL AAA0.9%