As of 30 September 2026, 25 Indian mutual funds hold Anand Rathi Wealth Limited (Financial Services), led by Samco Flexicap Fund at 5.3% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 25 Indian mutual fund schemes disclose a holding in Anand Rathi Wealth Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.
Across the 25 funds holding Anand Rathi Wealth Limited, the average position size is 1.49% of net assets. The highest-conviction holder is Samco Flexicap Fund (Equity), at 5.3%. Equity funds account for 15 of the 25 holders, with the rest spread across 2 other categories. Over the last month, 4 funds initiated a new position and 1 fund exited, with the largest weight change at Samco Flexicap Fund (+0.7pp to 5.3%).
How funds changed their Anand Rathi Wealth Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Fund | Weight | Change |
|---|---|---|
| Samco Flexicap Fund | 4.6% → 5.3% | ▲ +0.7 |
| Capitalmind Flexi Cap Fund | 2.69% → 3.28% | ▲ +0.59 |
| Motilal Oswal Contra Fund | 1.73% → 2.01% | ▲ +0.28 |
| Fund | Weight | Change |
|---|---|---|
| Samco Small Cap Fund | 3.23% → 2.76% | ▼ -0.47 |
| CANARA ROBECO SMALL CAP FUND | 1.92% → 1.57% | ▼ -0.35 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Samco Flexicap Fund | Samco Mutual Fund | Equity | 5.3% |
| 2 | Capitalmind Flexi Cap Fund | Capitalmind Mutual Fund | Equity | 3.28% |
| 3 | Samco ELSSTax Saver Fund | Samco Mutual Fund | Equity | 2.88% |
| 4 | quant Small Cap Fund | quant Mutual Fund | Equity | 2.83% |
| 5 | Samco Small Cap Fund | Samco Mutual Fund | Equity | 2.76% |
| 6 | Union Active Momentum Fund | Union Mutual Fund | Equity | 2.64% |
| 7 | SBI Smallcap Fund | SBI Mutual Fund | Equity | 2.17% |
| 8 | Motilal Oswal Contra Fund | Motilal Oswal Mutual Fund | Equity | 2.01% |
| 9 | Samco Special Opportunities Fund | Samco Mutual Fund | Thematic | 1.8% |
| 10 | ICICI Prudential Banking & Financial Services Fund | ICICI Prudential Mutual Fund | Thematic | 1.77% |
| 11 | CANARA ROBECO SMALL CAP FUND | Canara Robeco Mutual Fund | Equity | 1.57% |
| 12 | Bank Of India Small Cap Fund | Bank of India Mutual Fund | Equity | 1.4% |
| 13 | Samco Multi Cap Fund | Samco Mutual Fund | Equity | 1.16% |
| 14 | Invesco India Smallcap Fund | Invesco Mutual Fund | Equity | 1.05% |
| 15 | Invesco India Flexi Cap Fund | Invesco Mutual Fund | Equity | 0.94% |
| 16 | Samco Dynamic Asset Allocation Fund | Samco Mutual Fund | Hybrid | 0.92% |
| 17 | TRUSTMF Small Cap Fund | Trust Mutual Fund | Equity | 0.84% |
| 18 | DSP Small Cap Fund | DSP Mutual Fund | Equity | 0.8% |
| 19 | Groww Multi Asset Allocation Fund | Groww Mutual Fund | Hybrid | 0.71% |
| 20 | Samco Multi Asset Allocation Fund | Samco Mutual Fund | Hybrid | 0.36% |
| 21 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.1% |
| 22 | Mirae Asset Arbitrage Fund | Mirae Asset Mutual Fund | Hybrid | 0.05% |
| 23 | DSP Arbitrage Fund | DSP Mutual Fund | Hybrid | 0% |
| 24 | ICICI Prudential Arbitrage Fund | ICICI Prudential Mutual Fund | Hybrid | 0% |
| 25 | Kotak Arbitrage Fund | Kotak Mahindra Mutual Fund | Hybrid | 0% |
Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.
Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.