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 Focused Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Focused
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 97.06%Others: 2.94%

Market Cap

Large Cap: 58.08%Others: 15.73%Mid Cap: 23.25%

Number of stocks

Top 10 Holdings

97.06% of portfolio

Market Cap of Equity

Large Cap

58.08%

Others

15.73%

Mid Cap

23.25%

Companies Allocation of Equity

HDFC Bank Ltd6.148%

Reliance Industries Ltd6.109%

Larsen & Toubro Ltd5.871%

ICICI Bank Ltd5.596%

Tata Steel Ltd5.084%

State Bank of India5.008%

Shriram Finance Ltd4.651%

Marico Ltd4.513%

KEI Industries Ltd4.185%

NTPC Ltd3.745%

UltraTech Cement Ltd3.244%

Infosys Ltd3.048%

Bajaj Finance Ltd3.039%

Multi Commodity Exchange of India Ltd2.991%

Titan Co Ltd2.932%

Bharat Electronics Ltd2.732%

Max Healthcare Institute Ltd Ordinary Shares2.692%

Mankind Pharma Ltd2.685%

Coforge Ltd2.573%

TVS Motor Co Ltd2.550%

IDFC First Bank Ltd2.545%

Endurance Technologies Ltd2.328%

PB Fintech Ltd2.253%

Mahindra & Mahindra Ltd2.245%

Cholamandalam Investment and Finance Co Ltd2.192%

Vishal Mega Mart Ltd2.046%

LG Electronics India Ltd1.598%

Trent Ltd1.578%

Tata Motors Ltd0.881%

Sector Allocation of Equity

Financial Services34.43%

Energy6.11%

Industrials12.79%

Basic Materials8.33%

Consumer Defensive4.51%

Utilities3.75%

Technology7.22%

Consumer Cyclical14.56%

Healthcare5.38%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Focused Fund - Regular Plan - Growth

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.