Fundalysisby DARKHORSESTOCKS

Fund house

Wealth Company

No holdings reported yet.

AUM(Oct 2025 – Sept 2026)

Average AUM each month, and its change on the month before
12 months₹ CrChange
Sept 20262,095+11.7%
Aug 20261,875+18.4%
Jul 20261,584+17.7%
Jun 20261,345+4.4%
May 20261,288+2.3%
Apr 20261,259−3.1%
Mar 20261,299−4.0%
Feb 20261,353−13.0%
Jan 20261,555−1.3%
Dec 20251,575−3.1%
Nov 20251,625+51.7%
Oct 20251,071–
Average AUM, Sept 2026
₹2,095 Cr
+95.6% since Oct 2025
Fig. 1.Wealth Company's average AUM each month since Mar 2014, ₹ crore. Source: AMFI.

Asset classes(Sept 2026)

Average AUM by asset class in Sept 2026, ₹ crore, and each one's share of the total
4 classes₹ CrShare
Liquid89442.7%
Equity77136.8%
Hybrid39919.1%
Gold ETFs31.21.5%
Domestic FoFs17
Average AUM, Sept 2026
Fig. 2.Average AUM by asset class, as AMFI classes it since SEBI's Aug 2026 categories. Source: AMFI.

States(Sept 2026)

Average AUM by state in Sept 2026, ₹ crore, its share of the total and its change over the year
33 states₹ CrShare
Maharashtra72534.6%
Delhi62229.7%
West Bengal1456.9%
Gujarat94.24.5%
Karnataka66.13.2%
Kerala52.12.5%
Uttar Pradesh49.32.4%
Madhya Pradesh40.51.9%
Odisha38.91.9%
Tamil Nadu33.61.6%
Bihar32.71.6%
Andhra Pradesh23.31.1%
Telangana23.21.1%
Rajasthan21.71.0%
Chhattisgarh21.11.0%
Punjab16.10.8%
Jharkhand12.80.6%
Haryana6.130.3%
Goa4.060.2%
Assam3.440.2%
Sikkim3.060.1%
Chandigarh2.930.1%
Uttarakhand2.430.1%
Himachal Pradesh1.04<0.1%
Jammu & Kashmir0.5<0.1%
Arunachal Pradesh0.42<0.1%
Tripura0.36<0.1%
Puducherry0.26<0.1%
Mizoram0.18<0.1%
Dadra & Nagar Haveli and Daman & Diu0.15<0.1%
Manipur0.02<0.1%
Andaman & Nicobar0.01<0.1%
Meghalaya0.01<0.1%
Ladakh0<0.1%
Lakshadweep0<0.1%
Nagaland0<0.1%
Others522.5%
All states and union territories, Sept 2026
₹2,043 Cr
33 states and union territories
0.7252.297.2522.972.5229

Average AUM, ₹ crore

Fig. 3.Wealth Company's average AUM by the state its investors live in, and its change over the year. Source: AMFI.

Market share(Oct 2025 – Sept 2026)

Share of industry AUM each month, and its change on the month before
12 monthsShareChange
Sept 20260.11%+0.08 pt
Aug 20260.02%0.00 pt
Jul 20260.02%0.00 pt
Jun 20260.02%0.00 pt
May 20260.02%0.00 pt
Apr 20260.02%0.00 pt
Mar 20260.02%0.00 pt
Feb 20260.02%0.00 pt
Jan 20260.02%0.00 pt
Dec 20250.02%0.00 pt
Nov 20250.02%+0.01 pt
Oct 20250.01%–
Share of industry AUM, Sept 2026
0.11%
+0.09 pt since Oct 2025
Fig. 4.Wealth Company's average AUM as a share of every fund house's, each month since Mar 2014; changes in points. Source: AMFI.