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EDELWEISS BUSINESS CYCLE FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis
- Equity
- Other Themes
- Very High
-
₹8.84
(0.78%)
Current NAV 29-07-2025
-
0%
Returns
-
Min. SIP ₹100
Min. Investment ₹100
Fund Suitability Test
Asset Allocation (As on 30-Jun-2025)
Allocation of Equity and Debt Asset Classes.
- Equity 98.92%
Market Cap Allocation Of Equity
Shows Distribution among Different Size Companies.
| Category | Allocation |
|---|---|
| Mid Cap | 48.92 |
| Large Cap | 30.88 |
| Small Cap | 10.31 |
| Others | 8.81 |
Sector Allocation of Equity
Weightage of Portfolio Among Different Sectors.
Financial Services
Healthcare
Consumer Cyclical
Consumer Defensive
Technology
Basic Materials
Industrials
Communication Services
Real Estate
Current Stocks Holdings of Equity
Information on Stock Holdings in Portfolio
| Stocks | Market Cap | Sectors (PE Ratio) 07-Mar-2024 |
Holdings | PE Ratio 07-Mar-2024 |
1Y Return |
|---|---|---|---|---|---|
| Divi's Laboratories Ltd | Large Cap | Healthcare (40.48) | 4.38% | 80.93 | 35.66% |
| Max Healthcare Institute Ltd Ordinary Shares | Mid Cap | Healthcare (48.39) | 4% | 114.27 | 37.82% |
| Coromandel International Ltd | Mid Cap | Basic Materials (15.82) | 3.37% | 18.4 | 18.6% |
| Fortis Healthcare Ltd | Mid Cap | Healthcare (48.39) | 3.28% | 81.8 | 67.09% |
| Max Financial Services Ltd | Mid Cap | Financial Services (36.96) | 3.23% | 166.19 | 54.99% |
| United Spirits Ltd | Large Cap | Consumer Defensive (30.79) | 3.09% | 0 | 0% |
| GlaxoSmithKline Pharmaceuticals Ltd | Mid Cap | Healthcare (41.06) | 2.57% | 58.36 | 18.22% |
| Muthoot Finance Ltd | Mid Cap | Financial Services (27.98) | 2.51% | 19.88 | 45.28% |
| Marico Ltd | Mid Cap | Consumer Defensive (101.43) | 2.48% | 23.47 | -0.76% |
| GE Vernova T&D India Ltd | Mid Cap | Industrials (26.89) | 2.43% | 206.18 | 772.74% |
| Kotak Mahindra Bank Ltd | Large Cap | Financial Services (24.43) | 2.37% | 26.45 | -0.13% |
| HDFC Bank Ltd | Large Cap | Financial Services (20.32) | 2.37% | 22.02 | 25.36% |
| Solar Industries India Ltd | Mid Cap | Basic Materials (26.29) | 2.37% | 0 | 14.53% |
| Axis Bank Ltd | Large Cap | Financial Services (24.43) | 2.29% | 28.68 | 29.81% |
| SBI Life Insurance Co Ltd | Large Cap | Financial Services (19.16) | 2.28% | 0 | 18.25% |
| TVS Motor Co Ltd | Large Cap | Consumer Cyclical (30.22) | 2.27% | 59.31 | 11.83% |
| Indian Hotels Co Ltd | Mid Cap | Consumer Cyclical (71.65) | 2.23% | 54.29 | 15.42% |
| HDFC Life Insurance Co Ltd | Large Cap | Financial Services (18.74) | 2.2% | 86.62 | 8.64% |
| InterGlobe Aviation Ltd | Large Cap | Industrials (31.12) | 2.16% | 30.47 | 27.93% |
| Coforge Ltd | Technology | 2.13% | - | 0% | |
| ICICI Bank Ltd | Large Cap | Financial Services (20.58) | 2.12% | 19.94 | 23.37% |
| AU Small Finance Bank Ltd | Mid Cap | Financial Services (17.76) | 2.06% | 0 | 95.96% |
| Persistent Systems Ltd | Mid Cap | Technology | 2.04% | - | 0% |
| Premier Energies Ltd | Mid Cap | Technology | 1.97% | - | 0% |
| BSE Ltd | Mid Cap | Financial Services | 1.94% | - | 0% |
| Fsn E-Commerce Ventures Ltd.31/07/2025 | 1.87% | - | 0% | ||
| Sbi Cards & Payment Services Ltd.31/07/2025 | 1.84% | - | 0% | ||
| Jubilant Foodworks Ltd | Mid Cap | Consumer Cyclical (71.65) | 1.7% | 206.27 | 13.44% |
| Abbott India Ltd | Mid Cap | Healthcare (41.06) | 1.65% | 0 | 24.09% |
| Anant Raj Ltd | Small Cap | Real Estate (75.79) | 1.57% | 43.29 | 4.04% |
| Page Industries Ltd.31/07/2025 | 1.43% | - | 0% | ||
| PG Electroplast Ltd | Small Cap | Technology | 1.42% | - | 0% |
| Glenmark Pharmaceuticals Ltd | Mid Cap | Healthcare (41.06) | 1.36% | 58.12 | 50.5% |
| Multi Commodity Exchange of India Ltd | Small Cap | Financial Services (78.79) | 1.32% | 70.84 | 85.07% |
| Cholamandalam Financial Holdings Ltd | Small Cap | Financial Services (36.96) | 1.29% | 17.73 | 40.11% |
| Avenue Supermarts Ltd | Large Cap | Consumer Defensive (26.29) | 1.23% | 8.72 | 63.23% |
| Bajaj Finserv Ltd | Large Cap | Financial Services (155.37) | 1.16% | 32.8 | 18.89% |
| Union Bank of India | Mid Cap | Financial Services (8.79) | 1.16% | 5.3 | -3.08% |
| Life Insurance Corporation of India | Large Cap | Financial Services (19.16) | 1.15% | 11.99 | -12.87% |
| Affle 3i Ltd | Small Cap | Communication Services (17.46) | 1.09% | 69.28 | 33.39% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | Communication Services (98.44) | 1.07% | 9.63 | 68% | |
| Indus Towers Ltd Ordinary Shares | Large Cap | Communication Services (12.96) | 1.04% | 10.18 | -14.3% |
| Aster DM Healthcare Ltd Ordinary Shares | Small Cap | Healthcare (48.39) | 1.02% | 5.72 | 70.52% |
| Schaeffler India Ltd | Mid Cap | Consumer Cyclical (54.99) | 1.01% | 62.7 | -3.49% |
| Godfrey Phillips India Ltd | Small Cap | Consumer Defensive (43.3) | 0.96% | 43.45 | 110.01% |
| Berger Paints India Ltd | Mid Cap | Basic Materials (54.21) | 0.94% | 56.82 | 4.46% |
| MRF Ltd | Mid Cap | Consumer Cyclical (34.25) | 0.92% | 34.03 | 7.23% |
| United Breweries Ltd | Mid Cap | Consumer Defensive (75.35) | 0.92% | 132.81 | 16.13% |
| PNB Housing Finance Ltd | Small Cap | Financial Services (17.3) | 0.9% | 12.61 | 26.64% |
| Suzlon Energy Ltd | Mid Cap | Industrials (53.51) | 0.88% | 40.54 | -10.32% |
| Sundaram Finance Ltd | Mid Cap | Financial Services (27.98) | 0.85% | 28.21 | 9.5% |
| Sun Pharmaceuticals Industries Ltd | Large Cap | Healthcare (41.06) | 0.78% | 38.03 | 1.8% |
| Poly Medicure Ltd | Small Cap | Healthcare (53.1) | 0.75% | 59.15 | 0.46% |
| Page Industries Ltd | Mid Cap | Consumer Cyclical (54.21) | 0.47% | 0 | 13.37% |
| UPL Ltd Ordinary Shares (Partly Paid Rs.1) | Basic Materials | 0.44% | - | 0% | |
| UPL Ltd | Mid Cap | Basic Materials (28.32) | 0.28% | 64.17 | 28.06% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Mid Cap | Financial Services (29.04) | 0.2% | 0 | 21.79% |
| FSN E-Commerce Ventures Ltd | Mid Cap | Consumer Cyclical (172.91) | 0.11% | 926.52 | 6.55% |
| Max Financial Services Ltd.31/07/2025 | 0.03% | - | 0% | ||
| CG Power & Industrial Solutions Ltd | Large Cap | Industrials (82.31) | 0% | 103.61 | -10.73% |
| Piramal Pharma Ltd | Small Cap | Healthcare (22.59) | 0% | 0 | -26.02% |
| Cholamandalam Investment and Finance Co Ltd | Large Cap | Financial Services (26.13) | 0% | 28.3 | 41.05% |
| Ashok Leyland Ltd | Mid Cap | Industrials (37.12) | 0% | 23.21 | -4.17% |
| Hindustan Zinc Ltd | Large Cap | Basic Materials (17.76) | 0% | 18.06 | -30.99% |
| Bajaj Finance Ltd | Large Cap | Financial Services (28.78) | 0% | 34.86 | 28% |
| UNO Minda Ltd | Mid Cap | Consumer Cyclical (95.28) | 0% | 73.31 | 30.06% |
| Polycab India Ltd | Large Cap | Industrials (48.05) | 0% | 47.01 | 3.67% |
| Tech Mahindra Ltd | Large Cap | Technology (27.94) | 0% | 31.49 | -5.14% |
| Samvardhana Motherson International Ltd | Large Cap | Consumer Cyclical (69.82) | 0% | 27.49 | -23.55% |
| Kaynes Technology India Ltd | Mid Cap | Industrials (114.65) | 0% | 128.78 | 24.88% |
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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.
