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 FINANCIAL SERVICES FUND REGULAR PLAN GROWTH - Portfolio Analysis

Portfolio Overview

As of March 31, 2026

Asset Allocation

Equity: 94.88%Others: 5.12%

Market Cap

Large Cap: 51.79%Others: 15.12%Mid Cap: 19.50%Small Cap: 8.47%

Number of stocks

Top 10 Holdings

94.88% of portfolio

Market Cap of Equity

Large Cap

51.79%

Others

15.12%

Mid Cap

19.50%

Small Cap

8.47%

Companies Allocation of Equity

State Bank of India10.496%

HDFC Bank Ltd10.100%

ICICI Bank Ltd10.029%

Axis Bank Ltd8.785%

Kotak Mahindra Bank Ltd6.149%

BSE Ltd5.728%

Shriram Finance Ltd5.684%

SBI Life Insurance Co Ltd5.418%

Max Financial Services Ltd4.665%

Cholamandalam Investment and Finance Co Ltd2.803%

Bajaj Finance Ltd2.707%

Karur Vysya Bank Ltd2.577%

City Union Bank Ltd2.451%

CreditAccess Grameen Ltd Ordinary Shares2.090%

Power Finance Corp Ltd2.085%

Muthoot Finance Ltd2.063%

The Federal Bank Ltd2.028%

L&T Finance Ltd1.866%

Home First Finance Co India Ltd ---1.348%

Jio Financial Services Ltd1.115%

PB Fintech Ltd1.110%

Indian Bank1.080%

Canara Bank0.961%

Bank of Baroda0.956%

Multi Commodity Exchange of India Ltd0.582%

Sector Allocation of Equity

Financial Services94.88%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

EDELWEISS FINANCIAL SERVICES FUND REGULAR PLAN GROWTH

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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.