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The Wealth Company Small Cap Fund
Disclosed for 3 months, Mar 2026 to Aug 2026.Published as: THE WEALTH COMPANY SMALL CAP FUND
Portfolio value
₹38.8 Cr
Mar 2026
- Stocks held
- 38
- Top 10 weight
- 24.7%
- of the portfolio in its ten largest
- Cash & debt
- 53.3%
- cash, money market and debt
- Moves this month
- —
- no earlier month
The Wealth Company Small Cap Fund is an active equity fund in the Small Cap category from The Wealth Company Mutual Fund. In March 2026 it disclosed 38 stocks worth ₹38.8 Cr. Its largest positions were HCL Technologies Limited (5.0%), Tech Mahindra Limited (3.6%), Cipla Limited (3.2%); the ten largest together made up 24.7% of the portfolio, and IT - Software was the biggest sector at 24.6% of its equity. Cash and debt stood at 53.3%.
Against 34 other Small Cap funds
Concentration
41%
Top-10 weight is higher than 41% of peers
Breadth
0%
Holds more stocks than 0% of peers
Cash
100%
Holds more cash than 100% of peers
What these mean: concentration · cash
Holdings in March 2026
Download CSVEvery line the fund disclosed, with the change against the previous month. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
What changed
This is the earliest month on record for the fund.
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
No earlier month with a sector split to compare against.
Allocation in Mar 2026
- IT - Software (4)24.6%
- Pharmaceuticals & Biotechnology (2)9.8%
- Realty (2)8.0%
- Electrical Equipment (4)7.6%
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Mar 2026
53.3%
- Cash alone
- 53.3%
- cash and net receivables
- A year earlier
- —
- no disclosure
- Last 12 months
- —
- lowest to highest · record 53.3% in Mar 2026
Not enough months to draw.
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.