What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option - Portfolio Analysis

Hybrid
Aggressive
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 78.08%Others: 9.96%Debt: 11.96%

Market Cap

Large Cap: 43.38%Others: 7.08%Mid Cap: 16.20%Small Cap: 11.43%

Number of stocks

115

Top 10 Holdings

78.08% of portfolio

Market Cap of Equity

Large Cap

43.38%

Others

7.08%

Mid Cap

16.20%

Small Cap

11.43%

Companies Allocation of Equity

ICICI Bank Ltd4.304%

State Bank of India3.726%

HDFC Bank Ltd3.547%

Bharti Airtel Ltd3.504%

Reliance Industries Ltd2.702%

NTPC Ltd2.325%

Sun Pharmaceuticals Industries Ltd1.952%

Larsen & Toubro Ltd1.842%

Bajaj Finance Ltd1.832%

GE Vernova T&D India Ltd1.589%

Tata Consultancy Services Ltd.26/05/20261.455%

Infosys Ltd1.438%

Avenue Supermarts Ltd1.345%

Hindalco Industries Ltd1.289%

Muthoot Finance Ltd1.258%

Mahindra & Mahindra Ltd1.148%

Steel Authority Of India Ltd1.120%

Billionbrains Garage Ventures Ltd1.087%

Glenmark Pharmaceuticals Ltd1.078%

BSE Ltd1.054%

Solar Industries India Ltd0.994%

Swiggy Ltd0.994%

Multi Commodity Exchange of India Ltd0.983%

Brookfield India Real Estate Trust0.974%

Titan Co Ltd0.913%

Bharat Electronics Ltd0.907%

Laurus Labs Ltd0.900%

ITC Ltd0.885%

Axis Bank Ltd0.861%

Hindustan Unilever Ltd0.833%

TVS Motor Co Ltd0.819%

Manappuram Finance Ltd0.811%

InterGlobe Aviation Ltd0.806%

Bharat Petroleum Corp Ltd0.805%

Fortis Healthcare Ltd0.805%

Eternal Ltd0.739%

Premier Energies Ltd.26/05/20260.712%

Varun Beverages Ltd0.708%

Delhivery Ltd0.692%

Divi's Laboratories Ltd0.692%

JSW Dulux Ltd0.676%

Biocon Ltd0.676%

Indian Bank0.676%

UltraTech Cement Ltd0.643%

Maruti Suzuki India Ltd0.633%

Hindustan Petroleum Corp Ltd0.626%

Canara Bank0.616%

AU Small Finance Bank Ltd0.593%

UPL Ltd0.588%

Oil & Natural Gas Corp Ltd0.575%

Marico Ltd0.567%

Tech Mahindra Ltd0.559%

RBL Bank Ltd0.557%

MRF Ltd0.526%

Navin Fluorine International Ltd0.524%

Neuland Laboratories Ltd0.515%

Eicher Motors Ltd0.498%

V2 Retail Ltd0.493%

Torrent Pharmaceuticals Ltd0.478%

Raajmarg Infra Investment Trust Units0.473%

Time Technoplast Ltd0.458%

Apollo Hospitals Enterprise Ltd0.457%

Indus Towers Ltd Ordinary Shares0.452%

Ather Energy Ltd0.447%

ZF Commercial Vehicle Control Systems India Ltd0.446%

Shree Cement Ltd.26/05/20260.441%

R R Kabel Ltd0.433%

Bharti Hexacom Ltd0.423%

Vodafone Idea Ltd0.423%

Ashok Leyland Ltd0.420%

Gabriel India Ltd0.418%

Mphasis Ltd0.409%

CCL Products (India) Ltd0.402%

Tata Steel Ltd0.392%

Union Bank Of India26/05/20260.336%

Craftsman Automation Ltd0.332%

Anant Raj Ltd0.297%

Schaeffler India Ltd0.293%

Central Mine Planning & Design Institute Ltd0.285%

Data Patterns (India) Ltd0.275%

Coromandel International Ltd0.245%

Cholamandalam Financial Holdings Ltd0.238%

Kotak Mahindra Bank Ltd0.221%

Medi Assist Healthcare Services Ltd0.214%

Aptus Value Housing Finance India Ltd0.211%

Union Bank of India0.192%

Trualt Bioenergy Ltd0.156%

Aditya Birla Capital Ltd0.141%

Abbott India Ltd0.125%

Housing & Urban Development Corp Ltd0.122%

APL Apollo Tubes Ltd0.087%

Wakefit Innovations Ltd0.069%

Britannia Industries Ltd0.061%

Brigade Hotel Ventures Ltd0.057%

Shree Cement Ltd0.054%

Aadhar Housing Finance Ltd0.045%

Bharat Dynamics Ltd Ordinary Shares0.039%

SBFC Finance Ltd0.032%

Aether Industries Ltd0.008%

Tata Consultancy Services Ltd0.005%

Premier Energies Ltd0.001%

Sector Allocation of Equity

Financial Services23.58%

Communication Services4.80%

Energy4.87%

Utilities2.32%

Healthcare7.89%

Industrials7.00%

Equity2.94%

Technology2.41%

Consumer Defensive4.80%

Basic Materials6.90%

Consumer Cyclical9.28%

Real Estate1.27%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option

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Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.