Fundalysisby DARKHORSESTOCKS

Stock · INE463V01026

Anand Rathi Wealth Limited

Held by 85 schemes worth ₹3,203 Cr in Sept 2026.

Schemes holding Anand Rathi Wealth Limited(Dec 2021 – Sept 2026)

Schemes holding Anand Rathi Wealth Limited in Sept 2026. Tick up to 2 to plot them.
Plot85 schemes · ₹ Cr
quant Small Cap Fund
1,006
SBI Smallcap Fund
890
Canara Robeco Small Cap Fund
220
ICICI Prudential Banking Financial Services Fund
191
DSP Small Cap Fund
172
Invesco India Small cap Fund
169
Bank Of India Small Cap Fund
76.3
Invesco India Flexi Cap Fund
50.9
Tata Nifty Capital Markets Index Fund
41.9
TRUSTMF Small Cap Fund
32.4
Nippon India Nifty Smallcap 250 Index Fund
30
Motilal Oswal Nifty Capital Market Index Fund
28.8
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
28.1
HDFC Nifty Smallcap 250 ETF
23.5
Axis Nifty Smallcap 50 Index Fund
17.7
DSP Nifty Smallcap250 Quality 50 Index Fund
15.8
SBI Nifty Smallcap 250 Index Fund
15.2
Capitalmind Flexi Cap Fund
15.2
Nippon India Nifty 500 Momentum 50 Index Fund
15
Samco Flexicap Fund
12.7
Motilal Oswal Nifty Capital Market ETF
12.4
Motilal Oswal Nifty Smallcap 250 Index Fund
10.8
Motilal Oswal Nifty 500 Momentum 50 Index Fund
9.3
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund
8.3
Motilal Oswal Contra Fund
8.2
Samco Small Cap Fund
7.5
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF
7.1
ICICI Prudential Nifty Smallcap 250 Index Fund
6.8
DSP Nifty500 Flexicap Quality 30 Index Fund
6.8
HDFC Nifty Smallcap 250 Index Fund
6.6
Kotak Nifty Smallcap 50 Index Fund
6
Axis Nifty Capital Markets Index Fund
5.4
Motilal Oswal Nifty 500 Momentum 50 ETF
4.7
Motilal Oswal Nifty 500 Index Fund
3.1
Samco ELSS Tax Saver Fund
3
Bank of India Multi Asset Allocation Fund
2.7
IB49 Groww Multi Asset Allocation Fund
2.7
Samco Multi Cap Fund
2.6
Bank of India Banking Financial Services Fund
2.5
Samco Special Opportunities Fund
2.2
IB51 Groww Nifty Capital Markets ETF
2.2
Motilal Oswal Nifty Smallcap 250 ETF
2.2
Axis Nifty500 Momentum 50 Index Fund
2.1
Axis Nifty500 Quality 50 Index Fund
1.9
Bank Of India Balanced Advantage Fund
1.9
Mirae Asset Arbitrage Fund
1.8
Bank of India Large Cap Fund
1.7
Samco Dynamic Asset Allocation Fund
1.4
Samco Multi Asset Allocation Fund
1.4
Navi Nifty SmallCap250 Momentum Qlty 100
1.3
  • quant Small Cap Fund
  • SBI Smallcap Fund
Market value of Anand Rathi Wealth Limited in each ticked scheme, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Monthquant Small Cap FundSBI Smallcap Fund
Sept 2025₹728 Cr₹423 Cr
Oct 2025₹795 Cr₹462 Cr
Nov 2025₹744 Cr₹433 Cr
Dec 2025₹802 Cr₹654 Cr
Jan 2026₹685 Cr₹606 Cr
Feb 2026₹730 Cr₹646 Cr
Mar 2026₹720 Cr₹637 Cr
Apr 2026₹855 Cr₹756 Cr
May 2026₹819 Cr₹725 Cr
Jun 2026₹938 Cr₹830 Cr
Jul 2026₹984 Cr₹871 Cr
Aug 2026₹1,046 Cr₹926 Cr
Sept 2026₹1,006 Cr₹890 Cr
Fig. 1.Market value of Anand Rathi Wealth Limited in each ticked scheme, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation(Sept 2026)

Fund houses

20 fund houses% of total
QUANT
131.42
SBI
428.30
INVESCO
26.87
Canara Robeco
16.86
ICICI
66.20
DSP
86.10
BOI AXA
52.66
Motilal Oswal
102.49
Nippon
41.47
Tata
11.31
Other fund houses
436.33

Scheme types

Schemes

Fig. 2.What mutual funds hold of this company, by fund house, by scheme type and by scheme. Hover a slice or a row; click a slice to open it.

Schemes buying and selling Anand Rathi Wealth Limited(Oct 2025 – Sept 2026)

Schemes buying and selling Anand Rathi Wealth Limited. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.