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 Equity Savings Fund - Regular Plan - IDCW Option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 32.08%Others: 56.89%Debt: 11.03%

Market Cap

Large Cap: 37.87%Mid Cap: 17.38%Others: 10.09%

Number of stocks

138

Top 10 Holdings

71.81% of portfolio

Market Cap of Equity

Large Cap

37.87%

Mid Cap

17.38%

Others

10.09%

Companies Allocation of Equity

HDFC Bank Ltd5.060%

Steel Authority Of India Ltd4.222%

Reliance Industries Ltd4.007%

Bharti Airtel Ltd3.701%

Adani Green Energy Ltd3.364%

ICICI Bank Ltd3.345%

Vodafone Idea Ltd2.470%

UPL Ltd2.391%

Brookfield India Real Estate Trust2.305%

IndiGrid Infrastructure Trust Units Series - IV1.394%

Adani Ports & Special Economic Zone Ltd1.259%

Axis Bank Ltd1.256%

Manappuram Finance Ltd1.121%

Multi Commodity Exchange of India Ltd1.089%

Ambuja Cements Ltd0.959%

The Federal Bank Ltd0.862%

Raajmarg Infra Investment Trust Units0.842%

Persistent Systems Ltd0.812%

RBL Bank Ltd0.787%

Larsen & Toubro Ltd0.781%

Eternal Ltd0.762%

BSE Ltd0.759%

Shadowfax Technologies Ltd0.757%

ITC Ltd0.719%

Grasim Industries Ltd0.718%

National Aluminium Co Ltd0.707%

InterGlobe Aviation Ltd0.700%

Hindalco Industries Ltd0.674%

Time Technoplast Ltd0.653%

State Bank of India0.627%

Billionbrains Garage Ventures Ltd0.600%

Bajaj Finance Ltd0.578%

NMDC Ltd0.567%

Mahindra & Mahindra Ltd0.554%

Sammaan Capital Ltd0.545%

NTPC Ltd0.513%

IndusInd Bank Ltd0.469%

Sun Pharmaceuticals Industries Ltd0.469%

UltraTech Cement Ltd0.468%

JSW Steel Ltd0.462%

Maruti Suzuki India Ltd0.452%

Aequs Ltd0.429%

Swiggy Ltd0.412%

Neuland Laboratories Ltd0.400%

Bharat Petroleum Corp Ltd0.394%

Hero MotoCorp Ltd0.373%

Sudeep Pharma Ltd0.364%

Titan Co Ltd0.363%

Gabriel India Ltd0.351%

Indus Towers Ltd Ordinary Shares0.341%

Glenmark Pharmaceuticals Ltd0.331%

GE Vernova T&D India Ltd0.327%

Infosys Ltd0.325%

Kotak Mahindra Bank Ltd0.315%

AU Small Finance Bank Ltd0.313%

Bharat Electronics Ltd0.309%

Britannia Industries Ltd0.305%

Tech Mahindra Ltd0.303%

Restaurant Brands Asia Ltd Ordinary Shares0.298%

Hindustan Aeronautics Ltd Ordinary Shares0.297%

Wakefit Innovations Ltd0.296%

Schaeffler India Ltd0.278%

Aether Industries Ltd0.278%

Shriram Finance Ltd0.269%

Astral Ltd.26/05/20260.268%

Kaynes Technology India Ltd0.259%

Apollo Hospitals Enterprise Ltd0.258%

Hindustan Unilever Ltd0.257%

Union Bank Of India26/05/20260.253%

CG Power & Industrial Solutions Ltd0.250%

Central Depository Services (I) Ltd.26/05/20260.248%

Bharat Heavy Electricals Ltd0.247%

Torrent Pharmaceuticals Ltd0.236%

APL Apollo Tubes Ltd0.231%

Polycab India Ltd0.228%

Bajaj Auto Ltd0.226%

ICICI Prudential Asset Management Co Ltd0.226%

Max Healthcare Institute Ltd Ordinary Shares0.214%

Dr Reddy's Laboratories Ltd0.210%

Yes Bank Ltd0.208%

NDR InvIT Trust Unit0.207%

Ceat Ltd0.206%

Tata Consultancy Services Ltd.26/05/20260.205%

Azad Engineering Ltd0.198%

Indian Bank0.196%

Vedanta Ltd0.195%

Life Insurance Corporation of India0.186%

AAVAS Financiers Ltd0.181%

Asian Paints Ltd0.180%

Bajaj Finserv Ltd0.175%

Mphasis Ltd0.170%

Muthoot Finance Ltd0.168%

Abbott India Ltd0.164%

Tata Consultancy Services Ltd0.161%

Bank of Baroda0.159%

TVS Motor Co Ltd0.156%

Cipla Ltd0.155%

Power Finance Corp Ltd0.155%

GMR Airports Ltd0.154%

KFin Technologies Ltd0.150%

Aster DM Healthcare Ltd Ordinary Shares0.146%

Pidilite Industries Ltd0.146%

Hcl Technologies Ltd.26/05/20260.131%

Cholamandalam Financial Holdings Ltd0.118%

Amagi Media Labs Ltd0.113%

Hindustan Petroleum Corp Ltd0.110%

Punjab National Bank0.108%

REC Ltd0.108%

Dixon Technologies (India) Ltd0.107%

Lupin Ltd0.106%

HDFC Life Insurance Co Ltd0.097%

FSN E-Commerce Ventures Ltd0.095%

Malco Energy Ltd.0.087%

Vedanta Aluminium Metal Ltd.0.087%

Vedanta Iron And Steel Ltd.0.087%

Talwandi Sabo Power Ltd.0.087%

Nestle India Ltd0.083%

Tata Steel Ltd0.071%

Biocon Ltd0.069%

HDFC Asset Management Co Ltd0.068%

Sector Allocation of Equity

Financial Services21.22%

Basic Materials12.27%

Energy4.54%

Communication Services6.51%

Utilities5.27%

Real Estate2.35%

Industrials5.99%

Technology2.40%

Consumer Cyclical5.48%

Consumer Defensive1.36%

Healthcare3.12%

Equity-38.43%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Equity Savings Fund - Regular Plan - IDCW Option

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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.