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WCMA

The Wealth Company Mutual Fund As of 2026-06-30
Holdings
66
Well diversified
Top 10 weight
37%
Concentration
Active share
-
Style
Equity
64%
Asset allocation

Portfolio

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

Market-cap allocation

Large cap26%
Mid cap18%
Small cap13%

Asset allocation

Equity64%
Debt17%
Gold10%

Top holdings

CCILCASH_EQUIVALENT
5.3%
BSE LtdEQUITY
2.0%

AI Smart summary

Pros

  • Well-diversified across 66 holdings.
  • 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.

CRISIL AAA14.4%
Banks10.6%
Pharmaceuticals & Biotechnology5.3%
ICRA AAA4.3%
Capital Markets3.5%
Finance3.1%
CARE A1+2.6%
Aerospace & Defense2.6%
Chemicals & Petrochemicals2.6%
Automobiles2.6%
Transport Services2.5%
Industrial Products2.4%
Auto Components2.2%
IT - Software2.2%