The Wealth Company Balanced Advantage Fund — Portfolio Holdings (The Wealth Company Mutual Fund)

Equity positions

Portfolio coverage

100.00%

Latest month

Aug 2026

Top equity holdings

Stock	Value	% of AUM	MoM
ICICIBANK · ICICI Bank Limited	₹1.76 Cr	3.68%	→ Held
GROWW · Billionbrains Garage Ventures Limited	₹1.34 Cr	2.80%	▲ Added
DIVISLAB · Divi's Laboratories Limited	₹1.14 Cr	2.38%	→ Held
CGPOWER · CG Power and Industrial Solutions Limited	₹1.10 Cr	2.30%	▲ Added
ETERNAL · ETERNAL LIMITED	₹1.09 Cr	2.29%	▲ Added
RKFORGE · Ramkrishna Forgings Limited	₹1.08 Cr	2.26%	—
TECHM · Tech Mahindra Limited	₹1.06 Cr	2.21%	→ Held
MCX · Multi Commodity Exchange of India Limited	₹0.98 Cr	2.04%	▲ Added
BAJAJ-AUTO · Bajaj Auto Limited	₹0.97 Cr	2.03%	→ Held
ICICIAMC · ICICI Prudential Asset Management Company Limited	₹0.97 Cr	2.02%	▲ Added
LALPATHLAB · Dr. Lal Path Labs Ltd.	₹0.90 Cr	1.89%	▲ Added
CRISIL · Crisil Limited	₹0.90 Cr	1.88%	▼ Trimmed
TRENT · Trent Limited	₹0.86 Cr	1.81%	▼ Trimmed
SEDEMAC · SEDEMAC Mechatronics Limited	₹0.82 Cr	1.71%	—
BAJFINANCE · Bajaj Finance Limited	₹0.81 Cr	1.71%	▼ Trimmed

Showing the top 15 of 48 equity holdings. Access the full portfolio via the API →

Top 15 equity holdings by market value. Source: the fund house's monthly portfolio disclosures (via AMFI). Figures in Cr (crore).

Every holding, every month, plus quantity changes — via one REST API call.