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 April 30, 2026

Asset Allocation

Equity: 99.43%Debt: 0.66%

Market Cap

Mid Cap: 49.75%Large Cap: 34.57%Others: 5.11%Small Cap: 10.00%

Number of stocks

Top 10 Holdings

99.43% of portfolio

Market Cap of Equity

Mid Cap

49.75%

Large Cap

34.57%

Others

5.11%

Small Cap

10.00%

Companies Allocation of Equity

AU Small Finance Bank Ltd4.038%

Muthoot Finance Ltd3.360%

GE Vernova T&D India Ltd3.279%

Indian Bank3.264%

Glenmark Pharmaceuticals Ltd3.139%

State Bank of India3.066%

Canara Bank2.986%

Multi Commodity Exchange of India Ltd2.567%

Bharat Electronics Ltd2.485%

Hindalco Industries Ltd2.389%

Union Bank Of India26/05/20262.337%

Laurus Labs Ltd2.204%

Ashok Leyland Ltd2.174%

Eicher Motors Ltd2.087%

Oil & Natural Gas Corp Ltd2.082%

The Federal Bank Ltd1.942%

BSE Ltd1.809%

APL Apollo Tubes Ltd1.809%

FSN E-Commerce Ventures Ltd1.714%

Bharti Airtel Ltd1.712%

Fortis Healthcare Ltd1.663%

Lupin Ltd1.629%

SBI Life Insurance Co Ltd1.560%

Shriram Finance Ltd1.545%

ICICI Bank Ltd1.509%

National Aluminium Co Ltd1.353%

Asian Paints Ltd1.335%

Mahindra & Mahindra Ltd1.282%

Aster DM Healthcare Ltd Ordinary Shares1.263%

JK Cement Ltd1.239%

Axis Bank Ltd1.195%

Titan Co Ltd1.171%

Marico Ltd1.149%

Aditya Birla Capital Ltd1.139%

Radico Khaitan Ltd1.117%

Reliance Industries Ltd1.112%

UPL Ltd1.101%

Navin Fluorine International Ltd1.089%

Sun Pharmaceuticals Industries Ltd1.079%

Cholamandalam Financial Holdings Ltd1.063%

Indian Oil Corp Ltd1.058%

Alkem Laboratories Ltd1.041%

L&T Finance Ltd1.036%

ICICI Prudential Life Insurance Co Ltd1.029%

Hero MotoCorp Ltd1.021%

Bajaj Finance Ltd1.000%

Punjab National Bank0.972%

Maruti Suzuki India Ltd0.969%

InterGlobe Aviation Ltd0.962%

TVS Motor Co Ltd0.939%

Jindal Stainless Ltd0.939%

Endurance Technologies Ltd0.939%

Karur Vysya Bank Ltd0.930%

Coromandel International Ltd0.926%

Oil India Ltd0.925%

NMDC Ltd0.905%

Max Financial Services Ltd0.899%

Hindustan Petroleum Corp Ltd0.887%

Bharat Petroleum Corp Ltd0.854%

Mahindra & Mahindra Financial Services Ltd0.847%

Abbott India Ltd0.831%

Polycab India Ltd0.812%

Sundaram Finance Ltd0.781%

Infosys Ltd0.748%

Bajaj Finserv Ltd0.630%

HDFC Bank Ltd0.510%

Union Bank of India0.003%

Sector Allocation of Equity

Financial Services39.68%

Industrials9.71%

Healthcare12.85%

Basic Materials13.08%

Equity2.34%

Consumer Cyclical10.12%

Energy6.92%

Communication Services1.71%

Consumer Defensive2.27%

Technology0.75%

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.