Mutual Fund Mar 2025 share holdings and fund action in Anand Rathi Wealth Ltd.

Anand Rathi Wealth Ltd.

NSE: ANANDRATHI | BSE: 543415

Expensive Underperformer

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1800.40 31.65 (1.79%)

372.4K NSE+BSE Volume

NSE 11 Apr, 2025 3:31 PM (IST)

3.6

MF holding change 1Month %

3.4

MF holding change 2Month %

3.2

MF holding change 3Month%

Estimates Miss

Anand Rathi's Q4 net profit misses Forecaster estimates by 3%, but EBITDA margin expands 1.2% YoY See details

MF	Mar-2025					Feb-2025		Jan-2025
MF	AUM (Rs Cr)	AUM %	Shares Held	Month Change in Shares	Month Change in Shares %	Shares Held	Month Change in Shares %	Shares Held	Month Change in Shares %
Quant Small Cap Fund Growth	424.18	1.70%	2,218,274	0	0%	1,109,137	0%	1,109,137	0%
Motilal Oswal Nifty Smallcap 250 Index Fund Regular Growth	3.31	0.42%	17,297	1,137	7.04%	8,080	0.92%	8,006	2.59%
Motilal Oswal Nifty 500 Fund Regular Growth	0.84	0.04%	4,413	303	7.37%	2,055	1.93%	2,016	2.08%
Motilal Oswal Nifty 500 ETF	0.05	0.04%	246	12	5.13%	117	7.34%	109	13.54%
Motilal Oswal Quant Fund Regular Growth	1.29	0.99%	6,740	0	0%	3,370	-6.15%	3,591	0%
Motilal Oswal Nifty Capital Market Index Fund Regular Growth	-	-%	-	-	-%	6,106	10.72%	5,515	38.15%
SBI Small Cap Fund Regular Plan Growth	286.28	0.93%	1,497,114	0	0%	748,557	0%	748,557	0%
SBI Nifty Smallcap 250 Index Fund Regular Growth	5.11	0.42%	26,742	1,726	6.90%	12,508	2.58%	12,193	4.30%
SBI Nifty 500 Index Fund Regular Growth	0.33	0.04%	1,700	78	4.81%	811	0.75%	805	1.26%
Shriram Flexi Cap Fund Regular Growth	1.42	1.07%	7,400	7,400	100%	-	-%	0	-100%
Shriram ELSS Tax Saver Fund Regular Growth	0.46	0.96%	2,400	2,400	100%	-	-%	0	-100%
Groww Nifty Total Market Index Fund Regular Growth	0.11	0.04%	556	40	7.75%	258	2.38%	252	3.70%
Groww Nifty Smallcap 250 Index Fund Regular Growth	0.40	0.42%	2,084	152	7.87%	966	4.89%	921	4.54%
Motilal Oswal Nifty Smallcap 250 ETF	0.36	0.42%	1,858	222	13.57%	818	25.27%	653	-13.05%
Aditya Birla Sun Life Small Cap Fund Growth	-	-%	-	-	-%	-	-%	0	-100%
Invesco India ELSS Tax Saver Fund Growth	22.54	0.85%	117,856	0	0%	58,928	0%	58,928	0%
Invesco India Multicap Fund Growth	-	-%	-	-	-%	-	-%	0	-100%
Invesco India Smallcap Fund Regular Growth	75.43	1.28%	394,482	0	0%	197,241	0%	197,241	1.93%
HDFC Nifty Smallcap 250 Index Fund Regular Growth	1.67	0.42%	8,747	681	8.44%	4,033	8.56%	3,715	5.24%
Bandhan Nifty Smallcap 250 Index Fund Regular Growth	0.20	0.42%	1,041	117	12.66%	462	4.05%	444	5.21%
Axis Nifty 500 Index Fund Regular Growth	0.09	0.04%	472	42	9.77%	215	1.90%	211	0%
Tata Nifty Capital Markets Index Fund Regular Growth	3.70	2.49%	19,336	1,932	11.10%	8,702	7.83%	8,070	18.35%
DSP Small Cap Fund Regular Plan Growth	77.49	0.54%	405,216	0	0%	202,608	0%	202,608	0%
Edelweiss Nifty Smallcap 250 Index Fund Regular Growth	0.46	0.42%	2,387	265	12.49%	1,061	6.31%	998	8.24%
HDFC BSE 500 ETF	0.01	0.04%	31	-1	-3.13%	16	0%	16	14.29%
HDFC Nifty Smallcap 250 ETF	3.92	0.42%	20,475	1,673	8.90%	9,401	15.92%	8,110	19.04%
HDFC BSE 500 Index Fund Regular Growth	0.08	0.04%	416	8	1.96%	204	-0.97%	206	6.74%
Bandhan Nifty Total Market Index Fund Regular Growth	0.01	0.04%	73	3	4.29%	35	2.94%	34	3.03%
Edelweiss BSE Capital Markets & Insurance ETF	0.20	1.66%	1,025	101	10.93%	462	7.44%	430	7.77%
Mirae Asset Nifty500 Multicap 50:25:25 ETF	0.05	0.10%	241	31	14.76%	105	5%	100	17.65%
Canara Robeco Small Cap Fund Regular Growth	122.11	1.10%	638,582	0	0%	319,291	0%	319,291	0%
Nippon India Nifty Smallcap 250 Index Fund Reg Gr	8.04	0.42%	42,037	2,757	7.02%	19,640	2.74%	19,117	4.32%
Nippon India Nifty 500 Equal Weight Index Fund Regular Growth	0.79	0.21%	4,109	-117	-2.77%	2,113	1.29%	2,086	1.61%
Navi Nifty 500 Multicap 50 25 25 Index Fund Regular Growth	0.02	0.10%	123	15	13.89%	54	5.88%	51	21.43%
Mirae Asset Nifty Total Market Index Fund Regular Growth	0.01	0.04%	73	7	10.61%	33	10%	30	3.45%
Franklin India Smaller Companies Fund Growth	-	-%	-	-	-%	0	-100%	168,250	-22.91%
Kotak Nifty Smallcap 250 Index Fund Regular Growth	0.09	0.41%	445	81	22.25%	182	13.04%	161	100%
ICICI Prudential Nifty Smallcap 250 Index Fund Regular Growth	1.80	0.42%	9,415	629	7.16%	4,393	0.14%	4,387	4.40%
ICICI Prudential Banking and Financial Services Fund Growth	86.09	0.96%	450,240	0	0%	225,120	0%	225,120	0%
ICICI Prudential Nifty 500 Index Fund Regular Growth	0.01	0.04%	41	7	20.59%	17	6.25%	16	23.08%
ICICI Prudential BSE 500 ETF	0.13	0.04%	686	2	0.29%	342	0.29%	341	1.79%
Total:			5,904,373	21,703		2,947,441		3,111,716

Shriram Flexi Cap Fund Regular Growth was the highest buyer of 7,400 shares in Mar 2025 constituting 0.01% of the paid up equity of the company.

Nippon India Nifty 500 Equal Weight Index Fund Regular Growth was the highest seller of 117 shares in Mar 2025 constituting 0.00% of the paid up equity of the company.

Shareholding Stock Screeners

Mutual Fund Mar 2025 share holdings and fund action in Anand Rathi Wealth Ltd.

27 MFs bought and 2 MFs sold Anand Rathi Wealth Ltd. in the month of Mar 2025 for a net change of 21,703 stocks

Shriram Flexi Cap Fund Regular Growth was the highest buyer of 7,400 shares in Mar 2025 constituting 0.01% of the paid up equity of the company.

Nippon India Nifty 500 Equal Weight Index Fund Regular Growth was the highest seller of 117 shares in Mar 2025 constituting 0.00% of the paid up equity of the company.

Shareholding Stock Screeners