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Mutual funds holding Anand Rathi Wealth

Financial Services · Small Cap. From each fund's Aug 2026 portfolio.

Funds holding it

58

22 active, 36 index

Held by these funds

₹3,287 Cr

approx., weight × fund size

Largest weight, active fund

4.60%

Samco Flexi Cap Fund

Every fund holding Anand Rathi Wealth

FundCategoryWeight in fundValue held
Index - Strategy
5.22%
₹15.75 Cr
Flexi - Cap
4.60%
₹10.98 Cr
Index - Sector & Thematic
4.48%
₹43.20 Cr
Index - Sector & Thematic
4.47%
₹29.64 Cr
Index - Sector & Thematic
4.46%
₹5.53 Cr
Index - Strategy
3.41%
₹6.75 Cr
Thematic - Momentum
3.27%
₹44.61 Cr
Small Cap
3.23%
₹8.72 Cr
Index - Strategy
3.07%
₹28.47 L
Index - Strategy
3.07%
₹1.29 Cr
Small Cap
2.94%
₹1,046 Cr
Tax Savings
2.86%
₹2.97 Cr
Thematic - Momentum
2.78%
₹15.08 Cr
Flexi - Cap
2.69%
₹12.42 Cr
Index - Strategy
2.56%
₹1.42 Cr
Index - Strategy
2.52%
₹15.07 Cr
Index - Strategy
2.47%
₹96.64 L
Index - Strategy
2.43%
₹1.84 Cr
Index - Small Cap
2.39%
₹18.59 Cr
Index - Small Cap
2.39%
₹6.20 Cr
Index - Small Cap
2.38%
₹8.67 Cr
Index - Strategy
2.24%
₹13.49 Cr
Small Cap
2.17%
₹891 Cr
Small Cap
1.92%
₹268 Cr
Index - Strategy
1.91%
₹68.35 L
Thematic - Business Cycles
1.82%
₹2.26 Cr
Sector Specific - Banks & Financial Services
1.75%
₹189 Cr
Thematic - Contra
1.73%
₹7.05 Cr
Index - Strategy
1.54%
₹1.51 Cr
Index - Strategy
1.51%
₹1.96 Cr
Small Cap
1.40%
₹51.39 Cr
Index - Strategy
1.20%
₹76.32 L
Index - Strategy
1.17%
₹31.04 L
Index - Strategy
1.16%
₹2.03 Cr
Index - Strategy
1.16%
₹9.10 Cr
Index - Strategy
1.16%
₹14.81 Cr
Multi - Cap
1.15%
₹2.53 Cr
Index - Strategy
1.14%
₹42.41 L
Small Cap
1.12%
₹181 Cr
Small Cap
0.98%
₹37.99 Cr
Flexi - Cap
0.97%
₹52.74 Cr
Flexi - Cap
0.90%
₹72.37 L
Index - Small Cap
0.89%
₹94.33 L
Index - Small Cap
0.89%
₹15.58 L
Index - Small Cap
0.89%
₹2.47 Cr
Index - Small Cap
0.89%
₹1.21 Cr
Index - Small Cap
0.89%
₹6.71 Cr
Index - Small Cap
0.89%
₹6.98 Cr
Index - Small Cap
0.89%
₹3.50 Cr
Index - Small Cap
0.89%
₹77.04 L
Index - Small Cap
0.89%
₹11.06 Cr
Index - Small Cap
0.89%
₹30.74 Cr
Dynamic Asset Allocation
0.89%
₹1.40 Cr
Index - Small Cap
0.89%
₹15.62 Cr
Small Cap
0.82%
₹176 Cr
Multi Asset Allocation
0.77%
₹2.92 Cr
Multi Asset Allocation
0.56%
₹2.09 Cr
Index - Others
0.46%
₹8.78 L

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How many mutual funds hold Anand Rathi Wealth?

58 mutual funds held Anand Rathi Wealth in their Aug 2026 portfolios: 22 actively managed funds and 36 index funds and ETFs.

Which mutual fund has the highest holding in Anand Rathi Wealth?

By weight in the fund, the largest actively managed holders are Samco Flexi Cap Fund, Motilal Oswal Active Momentum Fund, Samco Small Cap Fund.

Where does this data come from?

Each fund's latest monthly portfolio disclosure. Value held is the stock's weight in the fund multiplied by the fund's assets, so it is approximate.

See also portfolio overlap between two funds. Not a recommendation to buy or sell any stock or fund.