As of 31 July 2026, 17 Indian mutual funds hold Anand Rathi Wealth Limited (Financial Services), led by Samco Flexicap Fund at 4.25% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 31 July 2026, 17 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 17 funds holding Anand Rathi Wealth Limited, the average position size is 1.89% of net assets. The highest-conviction holder is Samco Flexicap Fund (Equity), at 4.25%. Equity funds account for 12 of the 17 holders, with the rest spread across 2 other categories. Over the last month, 3 funds initiated a new position and 0 funds exited, with the largest weight change at Samco Small Cap Fund (+2.87pp to 3.5%).
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 Small Cap Fund | 0.63% → 3.5% | ▲ +2.87 |
| Motilal Oswal Active Momentum Fund | 3.55% → 3.88% | ▲ +0.33 |
| Capitalmind Flexi Cap Fund | 2.67% → 2.97% | ▲ +0.3 |
| SBI Smallcap Fund | 2.07% → 2.18% | ▲ +0.11 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Samco Flexicap Fund | Samco Mutual Fund | Equity | 4.25% |
| 2 | Motilal Oswal Active Momentum Fund | Motilal Oswal Mutual Fund | Equity | 3.88% |
| 3 | Samco Small Cap Fund | Samco Mutual Fund | Equity | 3.5% |
| 4 | Capitalmind Flexi Cap Fund | Capitalmind Mutual Fund | Equity | 2.97% |
| 5 | quant Small Cap Fund | quant Mutual Fund | Equity | 2.89% |
| 6 | SBI Smallcap Fund | SBI Mutual Fund | Equity | 2.18% |
| 7 | CANARA ROBECO SMALL CAP FUND | Canara Robeco Mutual Fund | Equity | 1.86% |
| 8 | Samco Special Opportunities Fund | Samco Mutual Fund | Thematic | 1.8% |
| 9 | ICICI Prudential Banking & Financial Services Fund | ICICI Prudential Mutual Fund | Thematic | 1.66% |
| 10 | Samco Multi Cap Fund | Samco Mutual Fund | Equity | 1.47% |
| 11 | Invesco India Smallcap Fund | Invesco Mutual Fund | Equity | 1.18% |
| 12 | TRUSTMF Small Cap Fund | Trust Mutual Fund | Equity | 1.11% |
| 13 | Invesco India Flexi Cap Fund | Invesco Mutual Fund | Equity | 0.94% |
| 14 | DSP Small Cap Fund | DSP Mutual Fund | Equity | 0.84% |
| 15 | Samco Dynamic Asset Allocation Fund | Samco Mutual Fund | Hybrid | 0.79% |
| 16 | Samco Multi Asset Allocation Fund | Samco Mutual Fund | Hybrid | 0.73% |
| 17 | JioBlackRock Sector Rotation Fund | Jio BlackRock Mutual Fund | Thematic | 0.09% |
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.