Which mutual funds hold Anand Rathi Wealth?
70 Direct Growth mutual fund schemes held Anand Rathi Wealth (Financial Services) at the end of Aug 2026, 4 more than in Jul 2026. The largest position was in DSP Nifty Smallcap250 Quality 50 Index Fund, at 5.22% of the scheme.
Portfolios as of Aug 2026 · ISIN INE463V01026
- Schemes holding
- 70
- New entries
- 3
- Fully exited
- 0
- Increased
- 30
- Decreased
- 6
- Average weight
- 1.51%
By fund type: Index 46 · Equity 18 · Other 3 · Hybrid 3
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (3)
- Samco ELSS Tax Saver Fund ELSS (Tax Saver)— → 2.86%
- Motilal Oswal Contra Fund Contra— → 1.73%
- Groww Multi Asset Allocation Fund Multi Asset Allocation— → 0.56%
Increased (30)
- Tata Nifty Capital Markets Index Fund Equity Index4.35% → 4.48%
- Motilal Oswal Nifty Capital Market Index Fund Equity Index4.33% → 4.47%
- Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Equity Index3.10% → 3.07%
- Union Active Momentum Fund Sectoral / Thematic2.42% → 2.78%
- Kotak Nifty Alpha 50 Index Fund Equity Index2.51% → 2.56%
- Bandhan Nifty Alpha 50 Index Fund Equity Index2.52% → 2.52%
- Axis Nifty Smallcap 50 Index Fund Equity Index2.31% → 2.39%
- Kotak Nifty Smallcap 50 Index Fund Equity Index2.31% → 2.39%
- Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Equity Index2.31% → 2.38%
- Angel One Nifty Total Market Momentum Quality 50 Index Fund Equity Index1.88% → 1.91%
- Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Equity Index1.51% → 1.54%
- Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 Etf Fund of Fund Other1.46% → 1.51%
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund Equity Index1.46% → 1.51%
- Kotak Nifty500 Momentum 50 Index Fund Equity Index1.14% → 1.17%
- Axis Nifty500 Momentum 50 Index Fund Equity Index1.14% → 1.16%
- Nippon India Nifty 500 Momentum 50 Index Fund Equity Index1.14% → 1.16%
- Groww Nifty 500 Momentum 50 Etf Fof Other1.14% → 1.15%
- DSP Nifty Smallcap 250 Index Fund Equity Index0.86% → 0.89%
- Edelweiss Nifty Smallcap 250 Index Fund Equity Index0.86% → 0.89%
- HDFC Nifty Smallcap 250 Index Fund Equity Index0.86% → 0.89%
- ICICI Prudential Nifty Smallcap 250 Index Fund Equity Index0.86% → 0.89%
- Kotak Nifty SmallCap 250 Index Fund Equity Index0.86% → 0.89%
- Nippon India Nifty Smallcap 250 Index Fund Equity Index0.86% → 0.89%
- SBI Nifty Smallcap 250 Index Fund Equity Index0.86% → 0.89%
- Zerodha Nifty MidSmallcap400 50:50 Index Fund Equity Index0.43% → 0.46%
- Navi Nifty midsmallcap 400 Index Fund Equity Index0.29% → 0.30%
- DSP Nifty 500 Index Fund Equity Index0.09% → 0.10%
- ICICI Prudential Nifty 500 Index Fund Equity Index0.09% → 0.10%
- JioBlackRock Sector Rotation Fund Sectoral / Thematic0.09% → 0.10%
- HDFC BSE 500 Index Fund Equity Index0.09% → 0.09%
Decreased (6)
- Nippon India Nifty 500 Quality 50 Index Fund Equity Index2.33% → 2.47%
- Axis Nifty500 Quality 50 Index Fund Equity Index2.30% → 2.43%
- Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Equity Index2.19% → 2.24%
- Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Equity Index1.13% → 1.20%
- Bandhan Nifty 500 Momentum 50 Index Fund Equity Index1.14% → 1.16%
- Samco Multi Cap Fund Multi Cap1.47% → 1.15%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 70 schemes holding Anand Rathi Wealth
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | DSP Nifty Smallcap250 Quality 50 Index Fund DSP | Equity Index | 5.22% | 74,917 | Unchanged |
| 2 | Samco Flexi Cap Fund Samco | Sectoral / Thematic | 4.60% | 54,590 | Unchanged |
| 3 | Tata Nifty Capital Markets Index Fund Tata | Equity Index | 4.48% | 1,98,884 | Increased |
| 4 | Motilal Oswal Nifty Capital Market Index Fund Motilal Oswal | Equity Index | 4.47% | 1,37,612 | Increased |
| 5 | DSP Nifty500 Flexicap Quality 30 Index Fund DSP | Equity Index | 3.41% | 31,424 | Unchanged |
| 6 | Motilal Oswal Active Momentum Fund Motilal Oswal | Sectoral / Thematic | 3.27% | 1,71,443 | Unchanged |
| 7 | Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Groww | Equity Index | 3.07% | 1,208 | Increased |
| 8 | Mirae Asset Nifty Smallcap 250 Momentum Quality 100 Etf Fund of Fund Mirae Asset | Other | 3.06% | 1,37,235 | Unchanged |
| 9 | quant | Small Cap | 2.94% | 47,46,834 | Unchanged |
| 10 | Samco ELSS Tax Saver Fund Samco | ELSS (Tax Saver) | 2.86% | 14,128 | New entry |
| 11 | Union Active Momentum Fund Union | Sectoral / Thematic | 2.78% | 67,571 | Increased |
| 12 | Capitalmind Flexi Cap Fund Capitalmind | Flexi Cap | 2.69% | 58,039 | Unchanged |
| 13 | Kotak Nifty Alpha 50 Index Fund Kotak Mahindra | Equity Index | 2.56% | 5,692 | Increased |
| 14 | Bandhan Nifty Alpha 50 Index Fund Bandhan | Equity Index | 2.52% | 72,019 | Increased |
| 15 | Nippon India Nifty 500 Quality 50 Index Fund Nippon India | Equity Index | 2.47% | 4,867 | Decreased |
| 16 | Axis Nifty500 Quality 50 Index Fund Axis | Equity Index | 2.43% | 8,880 | Decreased |
| 17 | Axis Nifty Smallcap 50 Index Fund Axis | Equity Index | 2.39% | 84,806 | Increased |
| 18 | Kotak Nifty Smallcap 50 Index Fund Kotak Mahindra | Equity Index | 2.39% | 27,150 | Increased |
| 19 | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Aditya Birla Sun Life | Equity Index | 2.38% | 39,693 | Increased |
| 20 | Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Edelweiss | Equity Index | 2.24% | 3,171 | Decreased |
| 21 | SBI Small Cap Fund SBI | Small Cap | 2.17% | 42,00,000 | Unchanged |
| 22 | Canara Robeco Small Cap Fund Canara Robeco | Small Cap | 1.92% | 12,77,164 | Unchanged |
| 23 | Angel One Nifty Total Market Momentum Quality 50 Index Fund Angel One | Equity Index | 1.91% | 1,442 | Increased |
| 24 | Samco Special Opportunities Fund Samco | Sectoral / Thematic | 1.82% | 10,517 | Unchanged |
| 25 | ICICI Prudential Banking and Financial Services Fund ICICI Prudential | Sectoral / Thematic | 1.75% | 9,00,480 | Unchanged |
| 26 | Motilal Oswal Contra Fund Motilal Oswal | Contra | 1.73% | 34,923 | New entry |
| 27 | Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Aditya Birla Sun Life | Equity Index | 1.54% | 5,669 | Increased |
| 28 | Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 Etf Fund of Fund Mirae Asset | Other | 1.51% | 33,728 | Increased |
| 29 | UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund UTI | Equity Index | 1.51% | 9,140 | Increased |
| 30 | Bank of India | Small Cap | 1.40% | 2,10,000 | Unchanged |
| 31 | Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Aditya Birla Sun Life | Equity Index | 1.20% | 3,538 | Decreased |
| 32 | Kotak Nifty500 Momentum 50 Index Fund Kotak Mahindra | Equity Index | 1.17% | 1,387 | Increased |
| 33 | Axis Nifty500 Momentum 50 Index Fund Axis | Equity Index | 1.16% | 9,415 | Increased |
| 34 | Bandhan Nifty 500 Momentum 50 Index Fund Bandhan | Equity Index | 1.16% | 1,975 | Decreased |
| 35 | Motilal Oswal Nifty 500 Momentum 50 Index Fund Motilal Oswal | Equity Index | 1.16% | 43,388 | Unchanged |
| 36 | Nippon India Nifty 500 Momentum 50 Index Fund Nippon India | Equity Index | 1.16% | 69,676 | Increased |
| 37 | Groww Nifty 500 Momentum 50 Etf Fof Groww | Other | 1.15% | 1,570 | Increased |
| 38 | Samco Multi Cap Fund Samco | Multi Cap | 1.15% | 12,006 | Decreased |
| 39 | Invesco | Small Cap | 1.12% | 7,97,542 | Unchanged |
| 40 | TRUSTMF Small Cap Fund Trust | Small Cap | 0.98% | 1,52,977 | Unchanged |
Explore Anand Rathi Wealth changes →What funds bought and sold this month →All stocks A–Z →
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Book a free 30-min call →Data: each AMC’s SEBI-mandated monthly portfolio disclosure, Aug 2026 (compared with Jul 2026). Holdings change after month-end. Direct Plan – Growth schemes only; one row per scheme. Changes are measured by number of shares or units, not portfolio weight. Not investment advice, and not a recommendation to buy, sell or hold any security or scheme. Mutual fund investments are subject to market risks, read all scheme related documents carefully.