What The Wealth Company Balanced Advantage Fund bought and sold in September 2026
This compares the fund's portfolio at the end of September 2026 with the month before. Both come from the monthly portfolio statement of The Wealth Company Mutual Fund.
The Wealth Company Balanced Advantage Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
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| ICICI Bank Limited | Reduced | −29.8% | 2.64% |
|---|---|---|---|
| HDFC Bank Limited | New | New | 3.08% |
| Sedemac Mechatronics Ltd. | Added | +17.0% | 2.54% |
| Divi's Laboratories Limited | Reduced | −8.3% | 2.40% |
| Eternal Limited | Reduced | −4.7% | 2.38% |
| Ramkrishna Forgings Limited | Reduced | −15.5% | 2.02% |
| Tech Mahindra Limited | Reduced | −30.8% | 1.61% |
| Multi Commodity Exchange of India Ltd. | Sold out | −100% | was 2.04% |
| ICICI Prudential AMC Ltd | Reduced | −31.8% | 1.58% |
| Bajaj Finance Limited | Added | +13.0% | 1.96% |
| Torrent Pharmaceuticals Limited | Added | +6.3% | 1.92% |
| Trent Limited | Reduced | −65.3% | 0.64% |
| Cummins India Limited | Added | +10.7% | 1.73% |
| L&T Finance Limited | Added | +13.2% | 1.60% |
| EIH Limited | Reduced | −8.3% | 1.56% |
| TILAKNAGAR INDUSTRIES LIMITED | New | New | 1.52% |
| Vodafone Idea Limited | New | New | 1.52% |
| Caliber Mining and Logistics Limited | Added | +6.1% | 1.51% |
| LG Electronics India Limited | Sold out | −100% | was 1.49% |
| Inventurus Knowledge Solutions Limited | Added | +111.8% | 1.48% |
| Balkrishna Industries Limited | Sold out | −100% | was 1.38% |
| Fortis Healthcare Limited | New | New | 1.32% |
| SCHNEIDER ELECTRIC INFRASTRUCTURE LTD. | Added | +125.0% | 1.27% |
| Voltas Limited | Added | +32.4% | 1.23% |
| Adani Wilmar Limited | Sold out | −100% | was 1.21% |
| Godrej Properties Limited | Added | +19.4% | 1.18% |
| Shriram Finance Limited | Sold out | −100% | was 0.88% |
| Muthoot Finance Limited | Added | +12.5% | 0.87% |
| HDFC Life Insurance Company Limited | Sold out | −100% | was 0.82% |
| Hero MotoCorp Limited | Sold out | −100% | was 0.80% |
| Titan Company Limited | Sold out | −100% | was 0.75% |
| Shiprocket Ltd | Sold out | −100% | was 0.61% |
| Indus Towers Limited | New | New | 0.18% |
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Frequently Asked Questions
Which new stocks did The Wealth Company Balanced Advantage Fund buy in September 2026?
It bought 5 new stocks: HDFC Bank Limited (3.08%), TILAKNAGAR INDUSTRIES LIMITED (1.52%), Vodafone Idea Limited (1.52%), Fortis Healthcare Limited (1.32%) and Indus Towers Limited (0.18%). Each figure is the stock's share of the fund at the end of September 2026.
Which stocks did The Wealth Company Balanced Advantage Fund sell completely in September 2026?
It sold all its shares in Multi Commodity Exchange of India Ltd (2.04%), LG Electronics India Limited (1.49%), Balkrishna Industries Limited (1.38%), Adani Wilmar Limited (1.21%), Shriram Finance Limited (0.88%), HDFC Life Insurance Company Limited (0.82%), Hero MotoCorp Limited (0.80%), Titan Company Limited (0.75%) and Shiprocket Ltd (0.61%). Each figure is the stock's share of the fund at the end of August 2026.
Which stocks did The Wealth Company Balanced Advantage Fund buy more of in September 2026?
The largest increases in shares held were SCHNEIDER ELECTRIC INFRASTRUCTURE LTD (+125.0%), Inventurus Knowledge Solutions Limited (+111.8%), Voltas Limited (+32.4%), Godrej Properties Limited (+19.4%) and Sedemac Mechatronics Ltd (+17.0%). It added to 6 more.
Which stocks did The Wealth Company Balanced Advantage Fund sell part of in September 2026?
The largest cuts in shares held were Trent Limited (−65.3%), ICICI Prudential AMC Ltd (−31.8%), Tech Mahindra Limited (−30.8%), ICICI Bank Limited (−29.8%) and Ramkrishna Forgings Limited (−15.5%). It reduced 3 more.
How are these changes worked out?
WealthGamma compares the number of shares The Wealth Company Balanced Advantage Fund held on 30-09-2026 with 31-08-2026. Both figures come from the monthly portfolio statement of The Wealth Company Mutual Fund. A change in share price alone does not count as buying or selling.
See NAV, expense ratio and full holdings of The Wealth Company Balanced Advantage Fund
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.