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 CONSUMPTION FUND FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
Consumption
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 98.87%Others: 1.13%

Market Cap

Large Cap: 63.03%Others: 7.22%Mid Cap: 19.71%Small Cap: 8.92%

Number of stocks

Top 10 Holdings

98.87% of portfolio

Market Cap of Equity

Large Cap

63.03%

Others

7.22%

Mid Cap

19.71%

Small Cap

8.92%

Companies Allocation of Equity

Mahindra & Mahindra Ltd7.584%

Titan Co Ltd5.501%

Bharti Airtel Ltd5.179%

Maruti Suzuki India Ltd4.724%

Hindustan Unilever Ltd4.396%

ITC Ltd3.984%

Eternal Ltd3.559%

Asian Paints Ltd2.897%

Eicher Motors Ltd2.670%

Tata Consumer Products Ltd2.562%

Nestle India Ltd2.316%

LG Electronics India Ltd2.264%

Bajaj Finance Ltd2.200%

Britannia Industries Ltd2.183%

Bajaj Auto Ltd2.052%

Page Industries Ltd2.049%

Pidilite Industries Ltd2.011%

Century Plyboards (India) Ltd1.897%

Radico Khaitan Ltd1.856%

Marico Ltd1.848%

Delhivery Ltd1.796%

Metro Brands Ltd1.776%

Avenue Supermarts Ltd1.709%

United Spirits Ltd1.680%

Astral Ltd1.585%

Lupin Ltd1.584%

Godrej Consumer Products Ltd1.511%

Vishal Mega Mart Ltd1.509%

Phoenix Mills Ltd1.492%

Varun Beverages Ltd1.486%

Swiggy Ltd1.351%

Blue Star Ltd1.313%

Lenskart Solutions Ltd1.284%

Ather Energy Ltd1.262%

APL Apollo Tubes Ltd1.200%

Apollo Hospitals Enterprise Ltd1.193%

Aditya Birla Real Estate Ltd1.101%

Tata Power Co Ltd1.095%

Trent Ltd1.082%

Samvardhana Motherson International Ltd1.053%

Bikaji Foods International Ltd1.031%

Fortis Healthcare Ltd1.027%

Indian Hotels Co Ltd0.930%

Jubilant Foodworks Ltd0.849%

KEI Industries Ltd0.751%

K.P.R. Mill Ltd0.710%

Ajanta Pharma Ltd0.604%

Devyani International Ltd0.530%

Dabur India Ltd0.440%

PhysicsWallah Ltd0.206%

Sector Allocation of Equity

Consumer Cyclical39.19%

Communication Services5.18%

Consumer Defensive27.21%

Basic Materials8.00%

Technology2.26%

Financial Services2.20%

Industrials5.44%

Healthcare5.69%

Real Estate2.59%

Utilities1.10%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

EDELWEISS CONSUMPTION FUND FUND REGULAR PLAN IDCW REINVESTMENT

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

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.