Anand Rathi Wealth Limited / MF houses
Fund houses in Anand Rathi Wealth Limited
8 fund houses holding · net +54,841 shares (+0.03 pp of equity) · Aug 2026 vs Jul 2026
15 fund houses holding · net +88,876 shares (+0.05 pp of equity) · Aug 2026 vs Jul 2026
Shares
% of equity
Fund house Schemes Jul 2026 Aug 2026 Change % of equity, Aug 2026
Activity
Source
Motilal Oswal Mutual Fund 2
1.71 lakh 0.10% 2.06 lakh 0.12% ▲ +34,923 ▲ +0.02 pp 0.12%
Added Workbook ↗
Samco Mutual Fund 7
1.31 lakh 0.08% 1.41 lakh 0.08% ▲ +9,976 ▲ +0.01 pp 0.08%
Added Workbook ↗
Groww Mutual Fund 1
— — 9,902 0.01% ▲ +9,902 ▲ +0.01 pp 0.01%
New Workbook ↗
UTI Mutual Fund 1
— — 40 0.00% ▲ +40 ▲ +0.00 pp 0.00%
New Workbook ↗
SBI Mutual Fund 1
42.00 lakh 2.53% 42.00 lakh 2.53% 0 0.00 pp 2.53%
Unchanged Workbook ↗
ICICI Prudential Mutual Fund 1
9.00 lakh 0.54% 9.00 lakh 0.54% 0 0.00 pp 0.54%
Unchanged Workbook ↗
DSP Mutual Fund 1
8.10 lakh 0.49% 8.10 lakh 0.49% 0 0.00 pp 0.49%
Unchanged Workbook ↗
Capitalmind Mutual Fund 1
58,039 0.03% 58,039 0.03% 0 0.00 pp 0.03%
Unchanged Workbook ↗
Motilal Oswal Mutual Fund 12
4.96 lakh 0.30% 5.48 lakh 0.33% ▲ +51,617 ▲ +0.03 pp 0.33%
Added Workbook ↗
Groww Mutual Fund 8
20,879 0.01% 31,369 0.02% ▲ +10,490 ▲ +0.01 pp 0.02%
Added Workbook ↗
Samco Mutual Fund 7
1.31 lakh 0.08% 1.41 lakh 0.08% ▲ +9,976 ▲ +0.01 pp 0.08%
Added Workbook ↗
Axis Mutual Fund 5
1.23 lakh 0.07% 1.30 lakh 0.08% ▲ +6,672 ▲ +0.00 pp 0.08%
Added Workbook ↗
Nippon India Mutual Fund 4
2.19 lakh 0.13% 2.22 lakh 0.13% ▲ +2,683 ▲ +0.00 pp 0.13%
Added Workbook ↗
HDFC Mutual Fund 5
1.45 lakh 0.09% 1.47 lakh 0.09% ▲ +2,618 ▲ +0.00 pp 0.09%
Added Workbook ↗
Bandhan Mutual Fund 4
76,882 0.05% 78,208 0.05% ▲ +1,326 ▲ +0.00 pp 0.05%
Added Workbook ↗
SBI Mutual Fund 4
42.75 lakh 2.57% 42.76 lakh 2.58% ▲ +805 ▲ +0.00 pp 2.58%
Added Workbook ↗
UTI Mutual Fund 3
8,928 0.01% 9,669 0.01% ▲ +741 ▲ +0.00 pp 0.01%
Added Workbook ↗
ICICI Prudential Mutual Fund 5
9.34 lakh 0.56% 9.35 lakh 0.56% ▲ +686 ▲ +0.00 pp 0.56%
Added Workbook ↗
Mirae Asset Mutual Fund 5
1.75 lakh 0.11% 1.75 lakh 0.11% ▲ +646 ▲ +0.00 pp 0.11%
Added Workbook ↗
Aditya Birla Sun Life Mutual Fund 3
48,481 0.03% 48,900 0.03% ▲ +419 ▲ +0.00 pp 0.03%
Added Workbook ↗
DSP Mutual Fund 7
9.20 lakh 0.55% 9.20 lakh 0.55% ▲ +213 ▲ +0.00 pp 0.55%
Added Workbook ↗
Angel One Mutual Fund 4
5,177 0.00% 5,161 0.00% ▼ −16 ▼ −0.00 pp 0.00%
Reduced Workbook ↗
Capitalmind Mutual Fund 1
58,039 0.03% 58,039 0.03% 0 0.00 pp 0.03%
Unchanged Workbook ↗
No fund house is in this bucket for Aug 2026.
Shares as disclosed; % of equity uses 16.60 cr shares outstanding (NSE, 25 Sep 2026) for both months. "Not compared" = the AMC has no portfolio for Jul 2026 here. Source: each AMC's SEBI monthly portfolio disclosure, Aug 2026.
Schemes holding ANANDRATHI, Aug 2026 (77) largest holding first
Scheme Fund house Shares % of scheme
SBI SMALL CAP FUND SBI Mutual Fund 42.00 lakh 2.17% ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund 9.00 lakh 1.75% DSP Small Cap Fund DSP Mutual Fund 8.10 lakh 0.82% Motilal Oswal Active Momentum Fund Motilal Oswal Mutual Fund 1.71 lakh 3.27% Nippon India Nifty Smallcap 250 Index Fund Nippon India Mutual Fund 1.42 lakh 0.89% Motilal Oswal Nifty Capital Market Index Fund Motilal Oswal Mutual Fund 1.38 lakh 4.47% Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF Mirae Asset Mutual Fund 1.37 lakh 3.06% HDFC NIFTY Smallcap 250 ETF HDFC Mutual Fund 1.09 lakh 0.89% Axis Nifty Smallcap 50 Index Fund Axis Mutual Fund 84,806 2.39% DSP Nifty Smallcap250 Quality 50 Index Fund DSP Mutual Fund 74,917 5.22% SBI Nifty Smallcap 250 Index Fund SBI Mutual Fund 72,318 0.89% Bandhan Nifty Alpha 50 Index Fund Bandhan Mutual Fund 72,019 2.52% Nippon India Nifty 500 Momentum 50 Index Fund Nippon India Mutual Fund 69,676 1.16% Motilal Oswal Nifty Capital Market ETF Motilal Oswal Mutual Fund 60,785 4.46% Capitalmind Flexi Cap Fund Capitalmind Mutual Fund 58,039 2.69% Samco Flexi Cap Fund Samco Mutual Fund 54,590 4.60% Motilal Oswal Nifty Smallcap 250 Index Fund Motilal Oswal Mutual Fund 52,424 0.89% Motilal Oswal Nifty 500 Momentum 50 Index Fund Motilal Oswal Mutual Fund 43,388 1.16% Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Aditya Birla Sun Life Mutual Fund 39,693 2.38% Motilal Oswal Contra Fund Motilal Oswal Mutual Fund 34,923 1.73% Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Mirae Asset Mutual Fund 33,728 1.51% ICICI Prudential Nifty Smallcap 250 Index Fund ICICI Prudential Mutual Fund 31,897 0.89% DSP Nifty500 Flexicap Quality 30 Index Fund DSP Mutual Fund 31,424 3.41% HDFC NIFTY Smallcap 250 Index Fund HDFC Mutual Fund 31,350 0.89% Samco Small Cap Fund Samco Mutual Fund 28,767 3.23% Axis Nifty Capital Markets Index Fund Axis Mutual Fund 25,282 4.46% Motilal Oswal Nifty 500 Momentum 50 ETF Motilal Oswal Mutual Fund 20,880 1.16% Motilal Oswal Nifty 500 Index Fund Motilal Oswal Mutual Fund 14,234 0.10% Samco ELSS Tax Saver Fund Samco Mutual Fund 14,128 2.86% Samco Multi Asset Allocation Fund Samco Mutual Fund 13,904 0.77% Samco Multi Cap Fund Samco Mutual Fund 12,006 1.15% Samco Special Opportunities Fund Samco Mutual Fund 10,517 1.82% Motilal Oswal Nifty Smallcap 250 ETF Motilal Oswal Mutual Fund 10,245 0.89% Groww Multi Asset Allocation Fund Groww Mutual Fund 9,902 0.56% Groww Nifty Capital Markets ETF Groww Mutual Fund 9,734 4.46% Axis Nifty500 Momentum 50 Index Fund Axis Mutual Fund 9,415 1.16% UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund UTI Mutual Fund 9,140 1.51% Axis Nifty500 Quality 50 Index Fund Axis Mutual Fund 8,880 2.43% Samco Dynamic Asset Allocation Fund Samco Mutual Fund 6,771 0.89% Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Aditya Birla Sun Life Mutual Fund 5,669 1.54% Groww Nifty Smallcap 250 Index Fund Groww Mutual Fund 5,637 0.89% HDFC NIFTY500 Multicap 50:25:25 Index Fund HDFC Mutual Fund 5,290 0.23% Nippon India Nifty 500 Equal Weight Index Fund Nippon India Mutual Fund 5,053 0.21% Nippon India Nifty 500 Quality 50 Index Fund Nippon India Mutual Fund 4,867 2.47% BANDHAN Nifty Smallcap 250 Index Fund Bandhan Mutual Fund 4,021 0.89% Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Aditya Birla Sun Life Mutual Fund 3,538 1.20% SBI Nifty 500 Index Fund SBI Mutual Fund 3,469 0.10% Mirae Asset Nifty Smallcap 250 ETF Mirae Asset Mutual Fund 3,379 0.89% ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 INDEX FUND Angel One Mutual Fund 3,268 1.91% DSP Nifty500 Flexicap Quality 30 ETF DSP Mutual Fund 2,289 3.40% Bandhan Nifty 500 Momentum 50 Index Fund Bandhan Mutual Fund 1,975 1.16% Groww Nifty Total Market Index Fund Groww Mutual Fund 1,589 0.09% Groww Nifty 500 Momentum 50 ETF Groww Mutual Fund 1,570 1.15% ICICI Prudential BSE 500 ETF ICICI Prudential Mutual Fund 1,570 0.09% ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 ETF Angel One Mutual Fund 1,442 1.91% Axis Nifty 500 Index Fund Axis Mutual Fund 1,434 0.10% HDFC BSE 500 Index Fund HDFC Mutual Fund 1,398 0.09% Motilal Oswal Nifty 500 ETF Motilal Oswal Mutual Fund 1,328 0.10% Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund Groww Mutual Fund 1,208 3.07% Groww Nifty Smallcap 250 Momentum Quality 100 ETF Groww Mutual Fund 1,023 3.06% Mirae Asset Nifty500 Multicap 50:25:25 ETF Mirae Asset Mutual Fund 902 0.23% DSP Nifty Smallcap 250 Index Fund DSP Mutual Fund 707 0.89% Groww Nifty Smallcap 250 ETF Groww Mutual Fund 706 0.89% HDFC BSE 500 ETF HDFC Mutual Fund 646 0.09% UTI Nifty 500 Index Fund UTI Mutual Fund 489 0.10% ICICI Prudential Nifty 500 Index Fund ICICI Prudential Mutual Fund 465 0.10% Motilal Oswal Nifty Alpha 50 ETF Motilal Oswal Mutual Fund 412 2.52% ICICI Prudential Nifty Smallcap 250 ETF ICICI Prudential Mutual Fund 370 0.89% SBI Nifty Smallcap 250 ETF SBI Mutual Fund 340 0.89% DSP Nifty Smallcap 250 ETF DSP Mutual Fund 337 0.89% ANGEL ONE NIFTY TOTAL MARKET INDEX FUND Angel One Mutual Fund 265 0.09% Motilal Oswal BSE 1000 Index Fund Motilal Oswal Mutual Fund 251 0.09% Mirae Asset Nifty Total Market Index Fund Mirae Asset Mutual Fund 219 0.09% BANDHAN NIFTY TOTAL MARKET INDEX FUND Bandhan Mutual Fund 193 0.09% ANGEL ONE NIFTY TOTAL MARKET ETF Angel One Mutual Fund 186 0.09% DSP Nifty 500 Index Fund DSP Mutual Fund 72 0.10% UTI Nifty 500 Exchange Traded Fund UTI Mutual Fund 40 0.10%
Index and arbitrage schemes included. Source: each AMC's SEBI monthly portfolio disclosure, Aug 2026.