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 January 31, 2026

Asset Allocation

Equity: 96.99%Others: 4.86%Debt: 0.62%

Market Cap

Mid Cap: 55.96%Large Cap: 37.32%Small Cap: 3.71%

Number of stocks

Top 10 Holdings

59.22% of portfolio

Market Cap of Equity

Mid Cap

55.9600%

Large Cap

37.3200%

Small Cap

3.7100%

Companies Allocation of Equity

MUTHOOT FINANCE LIMITED EQ8.22%

AU SMALL FINANCE BANK LIMITED EQ7.44%

INDIAN BANK EQ6.88%

Canara Bank6.38%

STATE BANK OF INDIA EQ NEW RE. 1/-6.08%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-5.00%

UNION BANK OF INDIA EQ4.96%

GE T&D INDIA LIMITED EQ NEW RS. 2/-4.92%

BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-4.88%

Multi Commodity Exchange of India Limited4.46%

Sector Allocation of Equity

Finance12.85%

Banks24.58%

Pharmaceuticals & Biotechnology8.67%

Electrical Equipment2.46%

Aerospace & Defense2.44%

Capital Markets3.68%

Automobiles7.62%

Non - Ferrous Metals3.32%

Fertilizers & Agrochemicals2.78%

Retailing1.86%

Industrial Products1.83%

Insurance4.11%

Healthcare Services2.47%

Telecom - Services2.23%

Consumer Durables1.27%

Cement & Cement Products1.24%

Petroleum Products4.11%

Agricultural Food & other Products1.02%

Oil1.91%

IT - Software0.98%

Transport Services0.97%

Ferrous Metals0.95%

Chemicals & Petrochemicals1.85%

Auto Components0.92%

Beverages0.87%

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.