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 Business Cycle Fund - Regular (G) - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 95.52%Others: 7.82%Debt: 0.57%

Market Cap

Mid Cap: 55.01%Large Cap: 37.16%Small Cap: 3.35%

Number of stocks

Top 10 Holdings

56.08% of portfolio

Market Cap of Equity

Mid Cap

55.0100%

Large Cap

37.1600%

Small Cap

3.3500%

Companies Allocation of Equity

MUTHOOT FINANCE LIMITED EQ7.96%

AU SMALL FINANCE BANK LIMITED EQ6.42%

FORTIS HEALTHCARE LIMITED. EQ5.98%

Canara Bank5.94%

INDIAN BANK EQ5.76%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-5.26%

STATE BANK OF INDIA EQ NEW RE. 1/-5.04%

J.K.CEMENT LIMITED EQ4.68%

INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.64%

Bharti Hexacom Limited4.40%

Sector Allocation of Equity

Finance9.85%

Banks22.55%

Healthcare Services6.32%

Pharmaceuticals & Biotechnology7.81%

Cement & Cement Products2.34%

Transport Services2.32%

Telecom - Services3.88%

Automobiles9.05%

Electrical Equipment3.79%

Fertilizers & Agrochemicals2.82%

Capital Markets3.01%

Auto Components4.36%

Chemicals & Petrochemicals2.93%

Insurance2.24%

Cigarettes & Tobacco Products1.21%

Non - Ferrous Metals1.17%

Consumer Durables1.15%

Agricultural, Commercial & Construction Vehicles1.07%

IT - Services1.01%

Agricultural Food & other Products1.00%

Diversified FMCG0.99%

Industrial Products0.99%

Petroleum Products1.44%

Realty0.93%

Beverages0.90%

Retailing0.39%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Business Cycle Fund - Regular (G)

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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.