Anand Rathi Wealth Limited
Held by 112 mutual fund schemes, ₹3,549Cr between them.
The largest single position is Quant Small Cap Fund (quant), which holds 3.2% of its portfolio in Anand Rathi Wealth Limited — ₹1,108Cr, or 31.2% of all the mutual fund money in this stock.
The five largest holders account for 78% of it, across 112 schemes in total.
23 of the 60 largest holdings sit in index funds, the most of any category here.
Funds holding Anand Rathi Wealth Limited
112Largest rupee position first, top 60 shown. One row per scheme — a fund’s Direct and Regular plans hold the same portfolio, so the Direct plan stands for both.
| Fund | Category | Weight | Position | Fund size |
|---|---|---|---|---|
| Quant Small Cap Fund | Small Cap Fund | 3.16% | ₹1,108Cr | ₹35,054Cr |
| SBI Small Cap Fund | Small Cap Fund | 2.41% | ₹997.41Cr | ₹41,386Cr |
| Canara Robeco Small Cap Fund | Small Cap Fund | 1.78% | ₹255.54Cr | ₹14,356Cr |
| ICICI Prudential Banking & Financial Services Fund | Sectoral/ Thematic | 1.89% | ₹211.87Cr | ₹11,188Cr |
| DSP Small Cap Fund | Small Cap Fund | 0.90% | ₹187.71Cr | ₹20,857Cr |
| Invesco India Small Cap Fund | Small Cap Fund | 1.10% | ₹166.42Cr | ₹15,129Cr |
| Bank of India Small Cap Fund | Small Cap Fund | 2.81% | ₹87.24Cr | ₹3,105Cr |
| Kotak Arbitrage Fund | Arbitrage Fund | 0.06% | ₹44.91Cr | ₹74,848Cr |
| Tata Nifty Capital Markets Index Fund | Index Funds | 4.58% | ₹43.21Cr | ₹943.51Cr |
| Nippon India Nifty Smallcap 250 Index Fund | Index Funds | 0.98% | ₹33.94Cr | ₹3,463Cr |
| Motilal Oswal Nifty Capital Market Index Fund | Index Funds | 4.57% | ₹29.63Cr | ₹648.34Cr |
| Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF | Equity ETF | 3.01% | ₹29.00Cr | ₹964.02Cr |
| HDFC Nifty Smallcap 250 ETF | Other ETFs | 0.98% | ₹26.17Cr | ₹2,670Cr |
| Mirae Asset Arbitrage Fund | Arbitrage Fund | 0.51% | ₹19.40Cr | ₹3,788Cr |
| Axis Nifty Smallcap 50 Index Fund | Index Funds | 2.48% | ₹18.79Cr | ₹757.50Cr |
| DSP Nifty Smallcap250 Quality 50 Index Fund | Index Funds | 5.86% | ₹18.39Cr | ₹313.90Cr |
| TRUSTMF Small Cap Fund | Small Cap Fund | 0.55% | ₹17.62Cr | ₹3,204Cr |
| SBI Nifty Smallcap 250 Index Fund | Index Funds | 0.98% | ₹17.24Cr | ₹1,759Cr |
| Nippon India Nifty 500 Momentum 50 Index Fund | Index Funds | 1.28% | ₹16.40Cr | ₹1,281Cr |
| Samco Flexi Cap Fund | Sectoral/ Thematic | 5.30% | ₹13.86Cr | ₹261.59Cr |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund | Index Funds | 2.24% | ₹13.61Cr | ₹607.51Cr |
| Motilal Oswal Nifty Smallcap 250 Index Fund | Index Funds | 0.98% | ₹12.46Cr | ₹1,271Cr |
| Capitalmind Flexi Cap Fund | Flexi Cap Fund | 2.69% | ₹12.37Cr | ₹459.80Cr |
| Motilal Oswal Nifty Capital Market ETF | Other ETFs | 4.57% | ₹11.81Cr | ₹258.39Cr |
| Motilal Oswal Nifty 500 Momentum 50 Index Fund | Index Funds | 1.28% | ₹10.29Cr | ₹803.89Cr |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund | Index Funds | 2.48% | ₹8.80Cr | ₹354.15Cr |
| Motilal Oswal Contra Fund | Contra Fund | 2.10% | ₹8.11Cr | ₹386.11Cr |
| ICICI Prudential Nifty Smallcap 250 Index Fund | Index Funds | 0.97% | ₹7.55Cr | ₹774.95Cr |
| HDFC Nifty Smallcap 250 Index Fund | Index Funds | 0.98% | ₹7.37Cr | ₹752.22Cr |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF | Equity ETF | 1.53% | ₹7.32Cr | ₹477.18Cr |
| DSP Nifty500 Flexicap Quality 30 Index Fund | Index Funds | 3.59% | ₹7.16Cr | ₹199.50Cr |
| Kotak Nifty Smallcap 50 Index Fund | Index Funds | 2.49% | ₹6.07Cr | ₹243.86Cr |
| Samco Small Cap Fund | Small Cap Fund | 2.76% | ₹5.42Cr | ₹196.49Cr |
| Axis Nifty Capital Markets Index Fund | Index Funds | 4.57% | ₹5.17Cr | ₹113.20Cr |
| Motilal Oswal Nifty 500 Momentum 50 ETF | Other ETFs | 1.28% | ₹5.06Cr | ₹395.64Cr |
| ICICI Prudential Arbitrage Fund | Arbitrage Fund | 0.01% | ₹3.91Cr | ₹34,615Cr |
| JioBlackRock Nifty Smallcap 250 Index Fund | Index Funds | 0.87% | ₹3.47Cr | ₹399.28Cr |
| Motilal Oswal Nifty 500 Index Fund | Index Funds | 0.11% | ₹3.43Cr | ₹3,114Cr |
| Samco ELSS Tax Saver Fund | ELSS | 2.88% | ₹3.07Cr | ₹106.66Cr |
| Bank of India Banking & Financial Services Fund | Sectoral/ Thematic | 1.12% | ₹3.03Cr | ₹270.77Cr |
| Bank of India Multi Asset Allocation Fund | Multi Asset Allocation | 0.81% | ₹3.01Cr | ₹371.76Cr |
| Samco Multi Cap Fund | Multi Cap Fund | 1.16% | ₹2.66Cr | ₹229.36Cr |
| HDFC Arbitrage Fund | Arbitrage Fund | 0.01% | ₹2.51Cr | ₹25,149Cr |
| Motilal Oswal Nifty Smallcap 250 ETF | Other ETFs | 0.98% | ₹2.49Cr | ₹254.23Cr |
| Edelweiss Nifty Smallcap 250 Index Fund | Index Funds | 0.89% | ₹2.42Cr | ₹271.81Cr |
| Groww Multi Asset Allocation Fund | Multi Asset Allocation | 0.60% | ₹2.31Cr | ₹386.83Cr |
| Samco Special Opportunities Fund | Sectoral/ Thematic | 1.80% | ₹2.26Cr | ₹125.34Cr |
| UTI - Arbitrage Fund | Arbitrage Fund | 0.02% | ₹2.25Cr | ₹11,249Cr |
| Aditya Birla Sun Life Arbitrage Fund | Arbitrage Fund | 0.01% | ₹2.25Cr | ₹27,071Cr |
| Axis Nifty500 Quality 50 Index Fund | Index Funds | 2.73% | ₹2.21Cr | ₹81.00Cr |
| Axis Nifty500 Momentum 50 Index Fund | Index Funds | 1.28% | ₹2.19Cr | ₹171.35Cr |
| UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund | Index Funds | 1.66% | ₹2.14Cr | ₹128.89Cr |
| Groww Nifty Capital Markets ETF | Other ETFs | 4.57% | ₹2.13Cr | ₹46.48Cr |
| Bank of India Balanced Advantage Fund | Dynamic Asset Allocation or Balanced Advantage | 1.15% | ₹2.02Cr | ₹175.38Cr |
| Bank of India Large Cap Fund | Large Cap Fund | 0.80% | ₹1.81Cr | ₹226.84Cr |
| Bandhan Arbitrage Fund | Arbitrage Fund | 0.02% | ₹1.60Cr | ₹7,984Cr |
| Samco Dynamic Asset Allocation Fund | Dynamic Asset Allocation or Balanced Advantage | 0.92% | ₹1.59Cr | ₹172.73Cr |
| Union Arbitrage Fund | Arbitrage Fund | 0.68% | ₹1.59Cr | ₹233.22Cr |
| Samco Multi Asset Allocation Fund | Multi Asset Allocation | 0.36% | ₹1.43Cr | ₹396.86Cr |
| Groww Nifty Smallcap 250 Index Fund | Index Funds | 0.98% | ₹1.34Cr | ₹137.59Cr |
Weights come from each fund’s most recent disclosed portfolio, which SEBI requires monthly — positions can have changed since. “Position” is the weight applied to the scheme’s AUM, available for 106 of the 112 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.
Funds buying and selling Anand Rathi Wealth Limited
In their latest monthly disclosure, 24 funds bought and 6 sold, judged by share count.
Frequently asked questions
Which mutual fund holds the most Anand Rathi Wealth Limited?
By rupee value, Quant Small Cap Fund from quant — ₹1,108Cr, at 3.2% of that scheme's portfolio. Weights come from each fund's most recent disclosed portfolio; SEBI requires monthly disclosure, so a fund that has traded since its last filing may hold more or less than this.
Which fund has the highest weight in Anand Rathi Wealth Limited?
DSP Nifty Smallcap250 Quality 50 Index Fund carries the largest weight at 5.9% of its portfolio. That is a different question from the largest rupee position — a small fund can hold a much bigger share of itself in one stock than a large fund does.
How many mutual funds hold Anand Rathi Wealth Limited?
112 schemes, holding ₹3,549Cr between them across the 106 whose AUM is on record. One row per scheme: a fund's Direct and Regular plans hold the same portfolio, so the Direct plan stands for both rather than counting twice.
Does a fund holding Anand Rathi Wealth Limited make it a good investment?
No. This page reports what funds disclosed they own, not a view on the stock or on any scheme holding it. A widely held stock is a popular one, which is a fact about other people's positions rather than about future returns. Nothing here is investment advice.