As of 30 September 2026, 5 Indian mutual funds hold CALIBER MINING AND LOGISTICS (Energy), led by The Wealth Company Large & Mid Cap Fund at 2.1% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 5 Indian mutual fund schemes disclose a holding in CALIBER MINING AND LOGISTICS (Energy). 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 5 funds holding CALIBER MINING AND LOGISTICS, the average position size is 1.25% of net assets. The highest-conviction holder is The Wealth Company Large & Mid Cap Fund (Equity), at 2.1%. Equity funds account for 4 of the 5 holders, with the rest spread across 1 other category. Over the last month, 1 fund initiated a new position and 0 funds exited, with the largest weight change at The Wealth Company Large & Mid Cap Fund (+0.68pp to 2.1%).
How funds changed their CALIBER MINING AND LOGISTICS 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 |
|---|---|---|
| The Wealth Company Large & Mid Cap Fund | 1.42% → 2.1% | ▲ +0.68 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | The Wealth Company Large & Mid Cap Fund | The Wealth Company Mutual Fund | Equity | 2.1% |
| 2 | The Wealth Company Small Cap Fund | The Wealth Company Mutual Fund | Equity | 1.65% |
| 3 | The Wealth Company Balanced Advt Fund | The Wealth Company Mutual Fund | Hybrid | 1.51% |
| 4 | Helios Small Cap Fund | Helios Mutual Fund | Equity | 1% |
| 5 | quant Small Cap Fund | quant Mutual Fund | Equity | 0.01% |
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.