Which mutual funds hold Caliber Mining and Logistics?
5 Direct Growth mutual fund schemes held Caliber Mining and Logistics (Energy) at the end of Aug 2026, 1 more than in Jul 2026. The largest position was in The Wealth Company Large & Mid Cap Fund, at 1.94% of the scheme.
- Schemes holding
- 5
- New entries
- 1
- Fully exited
- 0
- Increased
- 2
- Decreased
- 0
- Average weight
- 1.19%
By fund type: Equity 4 · Hybrid 1
What changed in Aug 2026
vs Jul 2026 · by number of sharesNew entries (1)
- The Wealth Company Balanced Advantage Fund Balanced Advantage— → 1.21%
Increased (2)
- The Wealth Company Large & Mid Cap Fund Large & Mid Cap1.42% → 1.94%
- The Wealth Company Small Cap Fund Small Cap1.31% → 1.74%
Weight shown as last month → this month. Only the 1,622 schemes with portfolios for both months are compared.
All 5 schemes holding Caliber Mining and Logistics
Sorted by weight in the scheme| # | Scheme | Category | Weight | Shares | This month |
|---|---|---|---|---|---|
| 1 | The Wealth Company Large & Mid Cap Fund The Wealth Company | Large & Mid Cap | 1.94% | 42,920 | Increased |
| 2 | The Wealth Company Small Cap Fund The Wealth Company | Small Cap | 1.74% | 44,500 | Increased |
| 3 | The Wealth Company Balanced Advantage Fund The Wealth Company | Balanced Advantage | 1.21% | 11,420 | New entry |
| 4 | Helios Small Cap Fund Helios | Small Cap | 1.03% | 3,53,780 | Unchanged |
| 5 | quant | Small Cap | 0.01% | 44,988 | Unchanged |
Explore Caliber Mining and Logistics changes →What funds bought and sold this month →All stocks A–Z →
Want to know what this means for your portfolio?
Owning Caliber Mining and Logistics through several funds at once is common — and easy to miss. Sulekha Sen can check what your funds really hold and whether it fits your goals.
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.