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 - Monthly - IDCW Option - Portfolio Analysis

Hybrid
Equity Savings
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 67.76%Debt: 10.17%

Market Cap

Large Cap: 44.67%Mid Cap: 16.08%Small Cap: 7.01%

Number of stocks

139

Top 10 Holdings

58.92% of portfolio

Market Cap of Equity

Large Cap

44.6700%

Mid Cap

16.0800%

Small Cap

7.0100%

Companies Allocation of Equity

RELIANCE INDUSTRIES LIMITED EQ9.66%

HDFC BANK LIMITED EQ NEW FV RE. 1/-8.52%

ICICI BANK LIMITED EQ NEW FV RS. 2/-7.42%

UPL LIMITED EQ NEW FV RS.2/-6.52%

ADANI GREEN ENERGY LIMITED EQ6.12%

VODAFONE IDEA LIMITED EQ5.72%

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.12%

AXIS BANK LIMITED EQ NE FV RS. 2/-4.36%

STATE BANK OF INDIA EQ NEW RE. 1/-2.84%

AMBUJA CEMENTS LIMITED EQ NEW FV RS. 2/-2.64%

Sector Allocation of Equity

Petroleum Products5.43%

Banks16.16%

Fertilizers & Agrochemicals3.26%

Power3.96%

Telecom - Services5.99%

Cement & Cement Products2.57%

Transport Infrastructure1.41%

Retailing1.93%

Transport Services0.91%

Non - Ferrous Metals1.62%

Diversified FMCG0.86%

Industrial Products1.37%

Construction0.89%

Automobiles1.91%

Ferrous Metals1.18%

IT - Software2.07%

Finance2.70%

Minerals & Mining0.57%

Pharmaceuticals & Biotechnology2.80%

Capital Markets1.13%

Diversified Metals0.48%

Aerospace & Defense1.10%

Insurance0.76%

Consumer Durables1.24%

Auto Components0.96%

Healthcare Services0.75%

Realty0.46%

Electrical Equipment0.93%

Chemicals & Petrochemicals0.56%

Metals & Minerals Trading0.27%

Industrial Manufacturing0.46%

Food Products0.32%

Leisure Services0.32%

Financial Technology (Fintech)0.14%

Agricultural Food & other Products0.19%

Oil0.05%

Gas0.03%

Consumable Fuels0.02%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Equity Savings Fund - Regular Plan - Monthly - IDCW Option

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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.