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 PLAN IDCW PAYOUT - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of October 31, 2025

Asset Allocation

Equity: 96.30%Others: 6.52%Debt: 0.56%

Market Cap

Mid Cap: 52.63%Large Cap: 40.43%Small Cap: 3.24%

Number of stocks

Top 10 Holdings

71.58% of portfolio

Market Cap of Equity

Mid Cap

52.6300%

Large Cap

40.4300%

Small Cap

3.2400%

Companies Allocation of Equity

MUTHOOT FINANCE LIMITED EQ11.48%

FORTIS HEALTHCARE LIMITED. EQ9.58%

DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-8.96%

BOSCH LIMITED EQ NEW FV RS.10/-7.08%

GE T&D INDIA LIMITED EQ NEW RS. 2/-6.84%

ICICI BANK LIMITED EQ NEW FV RS. 2/-6.82%

COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/-5.62%

J.K.CEMENT LIMITED EQ5.14%

HDFC BANK LIMITED EQ NEW FV RE. 1/-5.04%

GLENMARK PHARMACEUTICALS LIMITED EQ NEW FV RE.1/-5.02%

Sector Allocation of Equity

Finance7.81%

Healthcare Services8.09%

Pharmaceuticals & Biotechnology15.69%

Auto Components5.39%

Electrical Equipment6.40%

Banks12.25%

Fertilizers & Agrochemicals3.72%

Cement & Cement Products3.84%

Transport Services2.17%

Insurance4.99%

IT - Software2.12%

Chemicals & Petrochemicals3.05%

Automobiles3.36%

Diversified FMCG3.21%

Cigarettes & Tobacco Products1.65%

Telecom - Services3.98%

Agricultural Food & other Products1.61%

Capital Markets1.49%

Construction1.41%

Leisure Services1.19%

IT - Services1.15%

Beverages0.86%

Ferrous Metals0.75%

Retailing0.12%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

EDELWEISS BUSINESS CYCLE FUND REGULAR PLAN IDCW PAYOUT

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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.