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EDELWEISS BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹8.99
(-0.39%)
Current NAV 10-07-2025
-
0%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 31-May-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 99.67%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 46.64 |
| Large Cap | 36.28 |
| Small Cap | 11.29 |
| Others | 5.45 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Healthcare
Consumer Cyclical
Consumer Defensive
Industrials
Technology
Basic Materials
Communication Services
Real Estate
Utilities
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Divi's Laboratories Ltd | Large Cap | Healthcare (39.23) | 4.49% | 82.82 | 47.32% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 3.69% | 18.4 | 18.6% |
| Persistent Systems Ltd | Mid Cap | Technology | 3.56% | - | 0% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 3.18% | 26.45 | -0.13% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (47.68) | 3.16% | 76.27 | 71.96% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 3.15% | 23.47 | -0.76% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.57) | 2.58% | 21.47 | 22.22% |
| GlaxoSmithKline Pharmaceuticals Ltd | Mid Cap | Healthcare (39.48) | 2.54% | 59.16 | 26.55% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.44% | 206.18 | 772.74% |
| Tech Mahindra Ltd | Large Cap | Technology (30.28) | 2.34% | 36.79 | 9.49% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (30.74) | 2.28% | 58.54 | 11.25% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (47.2) | 2.28% | 110.3 | 36.14% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (157.86) | 2.27% | 36.3 | 26.94% |
| ICICI Bank Ltd | Large Cap | Financial Services (20.48) | 2.24% | 20.16 | 16.77% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 2.13% | 0 | 0% |
| Avenue Supermarts Ltd | Large Cap | Consumer Defensive (26.29) | 2.13% | 8.72 | 63.23% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.21) | 2.1% | 172.17 | 68.05% |
| BSE Ltd | Mid Cap | Financial Services | 2.09% | - | 0% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 2.09% | 0 | 14.53% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (29.36) | 2.05% | 20 | 44.17% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.66) | 2.03% | 31.52 | 37.14% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 1.97% | 0 | 95.96% |
| Anant Raj Ltd | Small Cap | Real Estate (79.58) | 1.95% | 44.95 | 10.4% |
| Future on FSN E-Commerce Ventures Ltd | 1.93% | - | 0% | ||
| Page Industries Ltd | Mid Cap | Consumer Cyclical (55.55) | 1.89% | 0 | 20.99% |
| PG Electroplast Ltd | Small Cap | Technology | 1.68% | - | 0% |
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (72.93) | 1.67% | 211.6 | 16.07% |
| Abbott India Ltd | Mid Cap | Healthcare (39.48) | 1.39% | 0 | 23.6% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (70.34) | 1.31% | 27.83 | -24.26% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 1.22% | 34.86 | 28% |
| Hindustan Zinc Ltd | Large Cap | Basic Materials (17.48) | 1.19% | 17.27 | -35.93% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.21) | 1.18% | 17.52 | 57.6% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.55) | 1.12% | 0 | 27.9% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 1.1% | 28.68 | 29.81% |
| Polycab India Ltd | Large Cap | Industrials (47.62) | 1.1% | 49.89 | 1.28% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (56.39) | 1.1% | 66.75 | 0.08% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (72.93) | 1.09% | 54.87 | 22.11% |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (13.58) | 1.08% | 10.71 | 2.31% |
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (82.85) | 1.07% | 108.51 | -11.35% |
| Ashok Leyland Ltd | Mid Cap | Industrials (37.19) | 1.05% | 23.63 | 10.64% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 1.04% | 9.63 | 68% | |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (82.93) | 1.03% | 73.34 | 114.2% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 1.03% | 73.31 | 30.06% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (39.48) | 1.02% | 36.66 | 5.48% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (47.2) | 1.01% | 5.84 | 78.8% |
| Affle 3i Ltd | Small Cap | Communication Services (17.88) | 1% | 72.76 | 40.14% |
| Godfrey Phillips India Ltd | Small Cap | Consumer Defensive (42.37) | 0.98% | 41.35 | 113.38% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0.98% | 132.81 | 16.13% |
| Coforge Ltd | Technology | 0.97% | - | 0% | |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (28.86) | 0.95% | 0 | 33.25% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (55.02) | 0.95% | 56.41 | 9.24% |
| MRF Ltd | Mid Cap | Consumer Cyclical (34.3) | 0.94% | 33.71 | 13.85% |
| Sundaram Finance Ltd | Mid Cap | Financial Services (29.36) | 0.89% | 29.55 | 11.99% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (17.94) | 0.89% | 14.42 | 34.18% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (118.29) | 0.88% | 136.68 | 45.42% |
| Poly Medicure Ltd | Small Cap | Healthcare (57.72) | 0.8% | 66.47 | 3.89% |
| Piramal Pharma Ltd | Small Cap | Healthcare (22.59) | 0.78% | 0 | -26.02% |
| Cholamandalam Investment & Finance Company Ltd.26/06/2025 | 0.56% | - | 0% | ||
| Union Bank of India | Mid Cap | Financial Services (8.84) | 0.52% | 6.08 | 5.05% |
| Future on BSE Ltd | 0.45% | - | 0% | ||
| UPL Ltd Ordinary Shares (Partly Paid Rs.1) | Basic Materials | 0.45% | - | 0% | |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0.4% | 28.3 | 41.05% |
| UPL Ltd | Mid Cap | Basic Materials (26.63) | 0.17% | 57.91 | 16.96% |
| Kaynes Technology India Ltd.26/06/2025 | 0.06% | - | 0% | ||
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (154.95) | 0% | 945 | 22.21% |
| Infosys Ltd | Large Cap | Technology (30.28) | 0% | 24.79 | -3.57% |
| L&T Technology Services Ltd | Mid Cap | Technology (51.53) | 0% | 36.76 | -11.17% |
| Eicher Motors Ltd | Large Cap | Consumer Cyclical (30.84) | 0% | 32.98 | 17.94% |
| Wipro Ltd | Large Cap | Technology (30.67) | 0% | 21.25 | -1.52% |
| Vedanta Ltd | Large Cap | Basic Materials (12.04) | 0% | 11.46 | -3.95% |
| Phoenix Mills Ltd | Mid Cap | Real Estate (79.58) | 0% | 54.85 | -24.49% |
| Lupin Ltd | Mid Cap | Healthcare (132.95) | 0% | 167.31 | 197.56% |
| Bharti Airtel Ltd | Large Cap | Communication Services (49.12) | 0% | 33.28 | 33.77% |
| PB Fintech Ltd | Mid Cap | Financial Services (76.58) | 0% | 615.37 | 84.19% |
| 360 One Wam Ltd Ordinary Shares | Mid Cap | Financial Services | 0% | - | 0% |
| Tata Consultancy Services Ltd | Large Cap | Technology (30.28) | 0% | 24.33 | -16.76% |
| Blue Star Ltd | Mid Cap | Industrials (76.54) | 0% | 62.6 | 2.3% |
| SRF Ltd | Mid Cap | Industrials (77.18) | 0% | 75.77 | 33.67% |
| Central Depository Services (India) Ltd | Small Cap | Financial Services | 0% | - | 0% |
| ICICI Lombard General Insurance Co Ltd | Mid Cap | Financial Services (42.5) | 0% | 0 | 7.46% |
| Torrent Power Ltd | Mid Cap | Utilities (26.35) | 0% | 24.67 | -3.05% |
| Trent Ltd | Large Cap | Consumer Cyclical (93.52) | 0% | 124.55 | -2.64% |
| KEI Industries Ltd | Mid Cap | Industrials (47.62) | 0% | 49.57 | -19.79% |
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Chat with usFrequently 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 BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT?
The top holdings of this fund are
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 BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT?
The major sectors of this fund are .
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.
