Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option Edelweiss Balanced Advantage Fund - Regular Plan - Monthly - IDCW Option

Edelweiss Balanced Advantage Fund - Portfolio Analysis

  • ₹23.48 (0.05%)

    Current NAV 23-07-2024

  • 23.69%

    1Y Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-May-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 122.12%
  • Debt 39.34%
  • Others 17.48%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 112.12
Mid Cap 18.06
Small Cap 6.02
Others -14.08

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Financial

Energy

Automobile

Technology

Consumer Staples

Healthcare

Construction

Communication

Services

Metals & Mining

Materials

Capital Goods

Chemicals

Insurance

Textiles

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
23-Jul-2024
Holdings PE Ratio
23-Jul-2024
1Y Return
HDFC Bank Ltd. Large Cap Financial (18.88) 5.75% 19.21 -3.47%
HDFC Bank Ltd. Large Cap Financial (18.88) 5.75% 19.21 -3.47%
ICICI Bank Ltd. Large Cap Financial (18.88) 4.39% 19.06 23.14%
ICICI Bank Ltd. Large Cap Financial (18.88) 4.39% 19.06 23.14%
Reliance Industries Ltd. Large Cap Energy (19.55) 3.33% 29.25 17.18%
Reliance Industries Ltd. Large Cap Energy (19.55) 3.33% 29.25 17.18%
Axis Bank Ltd. Large Cap Financial (24.43) 2.76% 28.68 29.81%
Axis Bank Ltd. Large Cap Financial (24.43) 2.76% 28.68 29.81%
State Bank of India Large Cap Financial (12.37) 2.74% 11.31 40.48%
State Bank of India Large Cap Financial (12.37) 2.74% 11.31 40.48%
Bharti Airtel Ltd. Large Cap Communication (154.73) 2.6% 113.46 65.23%
Bharti Airtel Ltd. Large Cap Communication (154.73) 2.6% 113.46 65.23%
Maruti Suzuki India Ltd. Large Cap Automobile (31.18) 2.11% 29.53 29.3%
Maruti Suzuki India Ltd. Large Cap Automobile (31.18) 2.11% 29.53 29.3%
Larsen & Toubro Ltd. Large Cap Construction (45.93) 2.06% 38.12 36.92%
Larsen & Toubro Ltd. Large Cap Construction (45.93) 2.06% 38.12 36.92%
Infosys Ltd. Large Cap Technology (36.03) 2% 28.52 37.64%
Infosys Ltd. Large Cap Technology (36.03) 2% 28.52 37.64%
NTPC Ltd. Large Cap Energy (24.12) 1.67% 17.85 96.36%
NTPC Ltd. Large Cap Energy (24.12) 1.67% 17.85 96.36%
TVS Motor Company Ltd. Large Cap Automobile (36.02) 1.54% 69.54 83.85%
TVS Motor Company Ltd. Large Cap Automobile (36.02) 1.54% 69.54 83.85%
ITC Ltd. Large Cap Consumer Staples (28.46) 1.49% 30.36 1.46%
ITC Ltd. Large Cap Consumer Staples (28.46) 1.49% 30.36 1.46%
Bharat Petroleum Corporation Ltd. Large Cap Energy (19.55) 1.46% 6.97 56.85%
Bharat Petroleum Corporation Ltd. Large Cap Energy (19.55) 1.46% 6.97 56.85%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (43.42) 1.28% 40.09 45.74%
Sun Pharmaceutical Industries Ltd. Large Cap Healthcare (43.42) 1.28% 40.09 45.74%
Bajaj Finance Ltd. Large Cap Financial (29.43) 1.23% 28.87 -11.11%
Bajaj Finance Ltd. Large Cap Financial (29.43) 1.23% 28.87 -11.11%
Tata Consultancy Services Ltd. Large Cap Technology (36.03) 1.21% 33.29 28%
Tata Consultancy Services Ltd. Large Cap Technology (36.03) 1.21% 33.29 28%
Brigade Enterprises Ltd. Small Cap Construction (109.76) 1.12% 62.02 111.5%
Brigade Enterprises Ltd. Small Cap Construction (109.76) 1.12% 62.02 111.5%
Container Corporation Of India Ltd. Mid Cap Services (49.91) 1.09% 49.8 52.73%
Container Corporation Of India Ltd. Mid Cap Services (49.91) 1.09% 49.8 52.73%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 0.99% 38.75 29.66%
Hindalco Industries Ltd. Large Cap Metals & Mining (30.32) 0.99% 38.75 29.66%
Coal India Ltd. Large Cap Materials (19.5) 0.99% 8.92 112.07%
Coal India Ltd. Large Cap Materials (19.5) 0.99% 8.92 112.07%
Indusind Bank Ltd. Large Cap Financial (18.88) 0.95% 12.24 0.23%
Indusind Bank Ltd. Large Cap Financial (18.88) 0.95% 12.24 0.23%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (111.29) 0.94% -445.94 225.51%
Bharat Heavy Electricals Ltd. Mid Cap Capital Goods (111.29) 0.94% -445.94 225.51%
Bank Of Baroda Large Cap Financial (12.37) 0.9% 6.89 27.65%
Bank Of Baroda Large Cap Financial (12.37) 0.9% 6.89 27.65%
The Indian Hotels Company Ltd. Mid Cap Services (72.53) 0.86% 69.19 58.84%
The Indian Hotels Company Ltd. Mid Cap Services (72.53) 0.86% 69.19 58.84%
Punjab National Bank Large Cap Financial (12.37) 0.85% 14.23 87.97%
Punjab National Bank Large Cap Financial (12.37) 0.85% 14.23 87.97%
Eicher Motors Ltd. Large Cap Automobile (36.02) 0.84% 33.62 48.09%
Eicher Motors Ltd. Large Cap Automobile (36.02) 0.84% 33.62 48.09%
ABB India Ltd. Large Cap Capital Goods (108.14) 0.84% 0 77.88%
ABB India Ltd. Large Cap Capital Goods (108.14) 0.84% 0 77.88%
Power Grid Corporation Of India Ltd. Large Cap Energy (31.13) 0.83% 19.99 82.76%
Power Grid Corporation Of India Ltd. Large Cap Energy (31.13) 0.83% 19.99 82.76%
Cipla Ltd. Large Cap Healthcare (43.42) 0.81% 29.3 42.54%
Cipla Ltd. Large Cap Healthcare (43.42) 0.81% 29.3 42.54%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 0.77% 0 0%
Hindustan Unilever Ltd. Large Cap Consumer Staples (38.82) 0.77% 0 0%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (19.55) 0.73% 4.58 71.42%
Tata Steel Ltd. Large Cap Metals & Mining (30.96) 0.73% -45.13 37.33%
Tata Steel Ltd. Large Cap Metals & Mining (30.96) 0.73% -45.13 37.33%
Hindustan Petroleum Corporation Ltd. Mid Cap Energy (19.55) 0.73% 4.58 71.42%
REC Ltd. Large Cap Financial (20) 0.7% 11.15 270.1%
REC Ltd. Large Cap Financial (20) 0.7% 11.15 270.1%
HCL Technologies Ltd. Large Cap Technology (36.03) 0.66% 26.35 42.83%
HCL Technologies Ltd. Large Cap Technology (36.03) 0.66% 26.35 42.83%
Trent Ltd. Large Cap Services (101.33) 0.64% 125.87 207.08%
Trent Ltd. Large Cap Services (101.33) 0.64% 125.87 207.08%
Nestle India Ltd. Consumer Staples (63.68) 0.6% 0 12.49%
Bajaj Finserv Ltd. Large Cap Financial (92.57) 0.6% 31.54 -1.32%
Bajaj Finserv Ltd. Large Cap Financial (92.57) 0.6% 31.54 -1.32%
Nestle India Ltd. Consumer Staples (63.68) 0.6% 0 12.49%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 0.6% 10.88 109.86%
NMDC Ltd. Mid Cap Metals & Mining (10.05) 0.6% 10.88 109.86%
Tata Power Company Ltd. Large Cap Energy (24.12) 0.54% 35.99 91.49%
Tata Power Company Ltd. Large Cap Energy (24.12) 0.54% 35.99 91.49%
Bharat Electronics Ltd. Large Cap Capital Goods (54.14) 0.53% 55.41 141.6%
Bharat Electronics Ltd. Large Cap Capital Goods (54.14) 0.53% 55.41 141.6%
Ultratech Cement Ltd. Large Cap Materials (55.96) 0.53% 44.61 34.3%
Ultratech Cement Ltd. Large Cap Materials (55.96) 0.53% 44.61 34.3%
UNO Minda Ltd. Mid Cap Automobile (95.28) 0.53% 73.31 30.06%
UNO Minda Ltd. Mid Cap Automobile (95.28) 0.53% 73.31 30.06%
Kajaria Ceramics Ltd. Small Cap Materials (51.38) 0.52% 55.55 2.85%
Kajaria Ceramics Ltd. Small Cap Materials (51.38) 0.52% 55.55 2.85%
Asian Paints Ltd. Large Cap Materials 0.48% 0%
Asian Paints Ltd. Large Cap Materials 0.48% 0%
Wipro Ltd. Large Cap Technology (36.03) 0.46% 23.44 23.84%
Wipro Ltd. Large Cap Technology (36.03) 0.46% 23.44 23.84%
Pidilite Industries Ltd. Large Cap Chemicals (66.64) 0.45% 93.31 19.19%
Indian Bank Mid Cap Financial (12.37) 0.45% 8.89 68.67%
Indian Bank Mid Cap Financial (12.37) 0.45% 8.89 68.67%
Indraprastha Gas Ltd.% 27/06/2024 Energy 0.45% 0%
Indraprastha Gas Ltd.% 27/06/2024 Energy 0.45% 0%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (10.88) 0.45% 8.36 84.86%
Oil & Natural Gas Corporation Ltd. Large Cap Energy (10.88) 0.45% 8.36 84.86%
Pidilite Industries Ltd. Large Cap Chemicals (66.64) 0.45% 93.31 19.19%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (43.42) 0.43% 20.54 29.9%
Dr. Reddy's Laboratories Ltd. Large Cap Healthcare (43.42) 0.43% 20.54 29.9%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (43.42) 0.42% 64.5 62.72%
Torrent Pharmaceuticals Ltd. Large Cap Healthcare (43.42) 0.42% 64.5 62.72%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (31.23) 0.42% 15.95 62.75%
Cholamandalam Financial Holdings Ltd. Small Cap Financial (31.23) 0.42% 15.95 62.75%
Aurobindo Pharma Ltd. Mid Cap Healthcare (43.42) 0.41% 25.09 74.33%
Aurobindo Pharma Ltd. Mid Cap Healthcare (43.42) 0.41% 25.09 74.33%
Bosch Ltd.% 27/06/2024 Automobile 0.4% 0%
Bosch Ltd.% 27/06/2024 Automobile 0.4% 0%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.39% 0 0%
United Spirits Ltd. Large Cap Consumer Staples (30.79) 0.39% 0 0%
Hero Motocorp Ltd. Mid Cap Automobile (36.02) 0.39% 29.41 77.7%
Hero Motocorp Ltd. Mid Cap Automobile (36.02) 0.39% 29.41 77.7%
The Phoenix Mills Ltd. Mid Cap Construction (109.76) 0.38% 60.78 127.91%
The Phoenix Mills Ltd. Mid Cap Construction (109.76) 0.38% 60.78 127.91%
Tata Elxsi Ltd. Mid Cap Technology (9.9) 0.38% 0 0%
Tata Elxsi Ltd. Mid Cap Technology (9.9) 0.38% 0 0%
PI Industries Ltd. Mid Cap Chemicals (36.24) 0.37% 36.16 9.09%
PI Industries Ltd. Mid Cap Chemicals (36.24) 0.37% 36.16 9.09%
Apollo Tyres Ltd. Mid Cap Automobile (30.44) 0.36% 20.64 -6.8%
Muthoot Finance Ltd. Mid Cap Financial (29.43) 0.36% 16.14 35.15%
Muthoot Finance Ltd. Mid Cap Financial (29.43) 0.36% 16.14 35.15%
Sundaram Finance Ltd. Mid Cap Financial (29.43) 0.36% 35.42 76.05%
Sundaram Finance Ltd. Mid Cap Financial (29.43) 0.36% 35.42 76.05%
Britannia Industries Ltd. Large Cap Consumer Staples (63.68) 0.36% 66.89 17.78%
Britannia Industries Ltd. Large Cap Consumer Staples (63.68) 0.36% 66.89 17.78%
Apollo Tyres Ltd. Mid Cap Automobile (30.44) 0.36% 20.64 -6.8%
Vodafone Idea Ltd. Mid Cap Communication (154.73) 0.35% -3.38 95.04%
Vodafone Idea Ltd. Mid Cap Communication (154.73) 0.35% -3.38 95.04%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (71.28) 0.35% -276.46 43.45%
Godrej Consumer Products Ltd. Large Cap Consumer Staples (71.28) 0.35% -276.46 43.45%
Life Insurance Corporation of India Large Cap Insurance (24.47) 0.35% 16.81 70.98%
Life Insurance Corporation of India Large Cap Insurance (24.47) 0.35% 16.81 70.98%
Westlife Foodworld Ltd. Small Cap Services (72.53) 0.35% 186.94 -6.67%
Westlife Foodworld Ltd. Small Cap Services (72.53) 0.35% 186.94 -6.67%
IDFC Ltd. Small Cap Financial (92.57) 0.33% 17.45 0.57%
IDFC Ltd. Small Cap Financial (92.57) 0.33% 17.45 0.57%
Page Industries Ltd.% 27/06/2024 Textiles 0.32% 0%
Page Industries Ltd.% 27/06/2024 Textiles 0.32% 0%
Adani Enterprises Ltd. Large Cap Services (103.04) 0.27% 105.45 24.06%
Adani Enterprises Ltd. Large Cap Services (103.04) 0.27% 105.45 24.06%
Manappuram Finance Ltd. Small Cap Financial (29.43) 0.26% 7.86 57.42%
Manappuram Finance Ltd. Small Cap Financial (29.43) 0.26% 7.86 57.42%
Lupin Ltd.% 27/06/2024 Healthcare 0.25% 0%
Lupin Ltd.% 27/06/2024 Healthcare 0.25% 0%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (30.96) 0.24% 19.07 57.05%
Steel Authority Of India Ltd. Mid Cap Metals & Mining (30.96) 0.24% 19.07 57.05%
Power Finance Corporation Ltd. Large Cap Financial (20) 0.13% 8.76 188.8%
Power Finance Corporation Ltd. Large Cap Financial (20) 0.13% 8.76 188.8%
Vedanta Ltd. Large Cap Metals & Mining (19.5) 0.12% 37.98 55.59%
Vedanta Ltd. Large Cap Metals & Mining (19.5) 0.12% 37.98 55.59%
Lupin Ltd. Mid Cap Healthcare (132.95) 0.09% 167.31 197.56%
Indraprastha Gas Ltd. Mid Cap Energy (28.12) 0.09% 19.02 8.87%
Lupin Ltd. Mid Cap Healthcare (132.95) 0.09% 167.31 197.56%
Indraprastha Gas Ltd. Mid Cap Energy (28.12) 0.09% 19.02 8.87%
Muthoot Finance Ltd.% 27/06/2024 Financial 0.09% 0%
Muthoot Finance Ltd.% 27/06/2024 Financial 0.09% 0%
GMR Airports Infrastructure Ltd. Mid Cap Construction (648.3) 0.05% -120.58 112.98%
GMR Airports Infrastructure Ltd. Mid Cap Construction (648.3) 0.05% -120.58 112.98%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.04% 26.45 -0.13%
Tata Motors Ltd. Large Cap Automobile (95.46) 0.04% 40.82 136.49%
Kotak Mahindra Bank Ltd. Large Cap Financial (24.43) 0.04% 26.45 -0.13%
Tata Motors Ltd. Large Cap Automobile (95.46) 0.04% 40.82 136.49%
Kesoram Industries Ltd. Small Cap Materials (55.31) 0.01% -15.71 190.98%
Kesoram Industries Ltd. Small Cap Materials (55.31) 0.01% -15.71 190.98%
Tata Consultancy Services Ltd.% 27/06/2024 Technology -0.01% 0%
Tata Consultancy Services Ltd.% 27/06/2024 Technology -0.01% 0%
Maruti Suzuki India Ltd.% 27/06/2024 Automobile -0.01% 0%
Maruti Suzuki India Ltd.% 27/06/2024 Automobile -0.01% 0%
Axis Bank Ltd.% 27/06/2024 Financial -0.02% 0%
Indusind Bank Ltd.% 27/06/2024 Financial -0.02% 0%
Hindustan Petroleum Corporation Ltd.% 27/06/2024 Energy -0.02% 0%
Hindustan Petroleum Corporation Ltd.% 27/06/2024 Energy -0.02% 0%
Bank Of Baroda% 27/06/2024 Financial -0.02% 0%
Bank Of Baroda% 27/06/2024 Financial -0.02% 0%
Indusind Bank Ltd.% 27/06/2024 Financial -0.02% 0%
Axis Bank Ltd.% 27/06/2024 Financial -0.02% 0%
Kotak Mahindra Bank Ltd.% 27/06/2024 Financial -0.04% 0%
HCL Technologies Ltd.% 27/06/2024 Technology -0.04% 0%
HCL Technologies Ltd.% 27/06/2024 Technology -0.04% 0%
Tata Motors Ltd.% 27/06/2024 Automobile -0.04% 0%
Tata Motors Ltd.% 27/06/2024 Automobile -0.04% 0%
Kotak Mahindra Bank Ltd.% 27/06/2024 Financial -0.04% 0%
GMR Airports Infrastructure Ltd.% 27/06/2024 Construction -0.05% 0%
GMR Airports Infrastructure Ltd.% 27/06/2024 Construction -0.05% 0%
Bharat Petroleum Corporation Ltd.% 27/06/2024 Energy -0.06% 0%
Bharat Petroleum Corporation Ltd.% 27/06/2024 Energy -0.06% 0%
TVS Motor Company Ltd.% 27/06/2024 Automobile -0.07% 0%
TVS Motor Company Ltd.% 27/06/2024 Automobile -0.07% 0%
Punjab National Bank% 27/06/2024 Financial -0.09% 0%
Punjab National Bank% 27/06/2024 Financial -0.09% 0%
Vedanta Ltd.% 27/06/2024 Metals & Mining -0.12% 0%
Vedanta Ltd.% 27/06/2024 Metals & Mining -0.12% 0%
Power Finance Corporation Ltd.% 27/06/2024 Financial -0.13% 0%
Power Finance Corporation Ltd.% 27/06/2024 Financial -0.13% 0%
Bharat Heavy Electricals Ltd.% 27/06/2024 Capital Goods -0.15% 0%
Bharat Heavy Electricals Ltd.% 27/06/2024 Capital Goods -0.15% 0%
Reliance Industries Ltd.% 27/06/2024 Energy -0.17% 0%
Reliance Industries Ltd.% 27/06/2024 Energy -0.17% 0%
Coal India Ltd.% 27/06/2024 Materials -0.21% 0%
Coal India Ltd.% 27/06/2024 Materials -0.21% 0%
Manappuram Finance Ltd.% 27/06/2024 Financial -0.26% 0%
Manappuram Finance Ltd.% 27/06/2024 Financial -0.26% 0%
Adani Enterprises Ltd.% 27/06/2024 Services -0.27% 0%
Adani Enterprises Ltd.% 27/06/2024 Services -0.27% 0%
State Bank of India% 27/06/2024 Financial -0.5% 0%
State Bank of India% 27/06/2024 Financial -0.5% 0%
HDFC Bank Ltd.% 27/06/2024 Financial -0.94% 0%
HDFC Bank Ltd.% 27/06/2024 Financial -0.94% 0%
Nifty 50% 27/06/2024 Financial -5.91% 0%
Nifty 50% 27/06/2024 Financial -5.91% 0%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 39.34

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Financial

Others

Sovereign

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 8.64% 0%
Others Others 8.64% 0%
7.1% GOI 18/04/2029 Sovereign 1.78% 0%
7.1% GOI 18/04/2029 Sovereign 1.78% 0%
7.51% REC Ltd. 31/07/2026 Financial 1.55% 0%
7.51% REC Ltd. 31/07/2026 Financial 1.55% 0%
7.2% Export-Import Bank Of India 05/06/2025 Financial 1.32% 0%
7.2% Export-Import Bank Of India 05/06/2025 Financial 1.32% 0%
7.59% Power Finance Corporation Ltd. 17/01/2028 Financial 0.89% 0%
7.59% Power Finance Corporation Ltd. 17/01/2028 Financial 0.89% 0%
7.79% Small Industries Devp. Bank of India Ltd. 19/04/2027 Financial 0.89% 0%
7.79% Small Industries Devp. Bank of India Ltd. 19/04/2027 Financial 0.89% 0%
7.99% HDB Financial Services Ltd. 16/03/2026 Financial 0.88% 0%
7.99% HDB Financial Services Ltd. 16/03/2026 Financial 0.88% 0%
5.7% National Bank For Agriculture & Rural Development 22-D 31/07/2025 Financial 0.87% 0%
5.7% National Bank For Agriculture & Rural Development 22-D 31/07/2025 Financial 0.87% 0%
7.5% Cholamandalam Investment and Finance Company Ltd. 30/09/2026 Financial 0.81% 0%
7.5% Cholamandalam Investment and Finance Company Ltd. 30/09/2026 Financial 0.81% 0%
7.7% Power Finance Corporation Ltd. 15/09/2026 Financial 0.67% 0%
7.7% Power Finance Corporation Ltd. 15/09/2026 Financial 0.67% 0%
7.25% Small Industries Devp. Bank of India Ltd. 31/07/2025 Financial 0.66% 0%
7.25% Small Industries Devp. Bank of India Ltd. 31/07/2025 Financial 0.66% 0%
7.38% GOI 20/06/2027 Sovereign 0.45% 0%
7.38% GOI 20/06/2027 Sovereign 0.45% 0%
5.23% National Bank For Agriculture & Rural Development 31/01/2025 Financial 0.22% 0%
5.23% National Bank For Agriculture & Rural Development 31/01/2025 Financial 0.22% 0%
5.74% GOI 15/11/2026 Sovereign 0.04% 0%
5.74% GOI 15/11/2026 Sovereign 0.04% 0%

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Market Cap Allocation Of Others

Shows Distribution among Different Size Companies.

Category Allocation
Others 17.48

Sector Allocation of Others

Weightage of Portfolio Among Different Sectors.

Others

Current Stocks Holdings of Others

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 5.09% 0%
Others Others 5.09% 0%
Others Others 3.22% 0%
Others Others 3.22% 0%
Others Others 0.43% 0%
Others Others 0.43% 0%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

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.

Top 5 holdings for Edelweiss Balanced Advantage Fund ?

The top holdings of this fund are HDFC Bank Ltd., HDFC Bank Ltd., ICICI Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd.

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.

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.

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.

Top 5 Sector for Edelweiss Balanced Advantage Fund ?

The major sectors of this fund are Financial, Energy, Automobile, Technology, Consumer Staples.

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 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.

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