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The Wealth Company Multi Asset Allocation Fund

Fund house: The Wealth Company Mutual Fund · Portfolio as of Aug 2026

Equity positions
56
Portfolio coverage
100.00%
Latest month
Aug 2026

Top equity holdings

StockValue% of AUMMoM
ICICIBANK · ICICI Bank Limited₹5.39 Cr2.59%▲ Added
MOTILALOFS · Motilal Oswal Financial Services Limited₹3.96 Cr1.90%▲ Added
CGPOWER · CG Power and Industrial Solutions Limited₹3.66 Cr1.76%—
M&M · Mahindra & Mahindra Limited₹3.40 Cr1.63%→ Held
DATAPATTNS · Data Patterns (India) Limited₹3.39 Cr1.62%▲ Added
CRISIL · Crisil Limited₹3.35 Cr1.61%▼ Trimmed
LENSKART · Lenskart Solutions Limited₹3.31 Cr1.59%▲ Added
BSE · BSE Limited₹3.21 Cr1.54%▲ Added
ASIANPAINT · Asian Paints Limited₹2.92 Cr1.40%→ Held
OFSS · Oracle Financial Services Software Limited₹2.91 Cr1.40%▼ Trimmed
TVSMOTOR · TVS Motor Company Limited₹2.91 Cr1.40%▼ Trimmed
HINDCOPPER · Hindustan Copper Limited₹2.85 Cr1.37%▲ Added
NAM-INDIA · Nippon Life India Asset Management Limited₹2.81 Cr1.35%▲ Added
CPPLUS · Aditya Infotech Limited₹2.79 Cr1.34%▲ Added
COFORGE · Coforge Limited₹2.76 Cr1.32%▼ Trimmed

Showing the top 15 of 56 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).

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