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 Large Cap Fund - Regular Plan - IDCW Option - Portfolio Analysis

Equity
Large Cap
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.32%Others: 2.54%Debt: 1.14%

Market Cap

Large Cap: 70.97%Others: 6.01%Mid Cap: 16.41%Small Cap: 2.93%

Number of stocks

Top 10 Holdings

96.32% of portfolio

Market Cap of Equity

Large Cap

70.97%

Others

6.01%

Mid Cap

16.41%

Small Cap

2.93%

Companies Allocation of Equity

HDFC Bank Ltd6.772%

ICICI Bank Ltd6.230%

Reliance Industries Ltd5.809%

Larsen & Toubro Ltd4.474%

Bharti Airtel Ltd3.718%

State Bank of India3.632%

Bajaj Finance Ltd3.187%

Mahindra & Mahindra Ltd3.014%

Infosys Ltd2.591%

Titan Co Ltd2.566%

NTPC Ltd2.394%

Axis Bank Ltd2.380%

ITC Ltd2.188%

Apollo Hospitals Enterprise Ltd1.810%

Muthoot Finance Ltd1.732%

UltraTech Cement Ltd1.701%

Maruti Suzuki India Ltd1.505%

GE Vernova T&D India Ltd1.423%

Sun Pharmaceuticals Industries Ltd1.257%

HDFC Life Insurance Co Ltd1.224%

Indian Bank1.184%

Torrent Pharmaceuticals Ltd1.175%

Tech Mahindra Ltd1.162%

Indus Towers Ltd Ordinary Shares1.123%

Lupin Ltd1.111%

Canara Bank1.104%

Bank of Baroda1.080%

Tata Consultancy Services Ltd.26/05/20261.051%

Schaeffler India Ltd1.001%

Pidilite Industries Ltd0.977%

Marico Ltd0.969%

ICICI Prudential Asset Management Co Ltd0.915%

Ashok Leyland Ltd0.914%

Kotak Mahindra Bank Ltd0.902%

Hindustan Unilever Ltd0.891%

Hindalco Industries Ltd0.866%

Eicher Motors Ltd0.854%

Nestle India Ltd0.836%

TVS Motor Co Ltd0.830%

J.B. Chemicals & Pharmaceuticals Ltd0.781%

InterGlobe Aviation Ltd0.758%

Eternal Ltd0.730%

Tata Consumer Products Ltd0.724%

Aptus Value Housing Finance India Ltd0.723%

Oil & Natural Gas Corp Ltd0.709%

SBI Life Insurance Co Ltd0.695%

Britannia Industries Ltd0.669%

Godrej Consumer Products Ltd0.640%

Mphasis Ltd0.637%

Glenmark Pharmaceuticals Ltd0.635%

Sona BLW Precision Forgings Ltd0.633%

Steel Authority Of India Ltd0.625%

Asian Paints Ltd0.612%

Tata Steel Ltd0.582%

Samvardhana Motherson International Ltd0.579%

Avenue Supermarts Ltd0.578%

NMDC Ltd0.554%

Power Grid Corp Of India Ltd0.554%

Tata Motors Ltd0.521%

Bharat Petroleum Corp Ltd0.506%

Vishal Mega Mart Ltd0.505%

Zydus Lifesciences Ltd0.485%

Info Edge (India) Ltd0.479%

Fortis Healthcare Ltd0.475%

Indian Railway Catering And Tourism Corp Ltd0.462%

Bharat Electronics Ltd0.460%

Cholamandalam Investment and Finance Co Ltd0.434%

Hcl Technologies Ltd.26/05/20260.374%

Hindustan Petroleum Corp Ltd0.334%

Abbott India Ltd0.302%

Kwality Walls India Ltd0.011%

HCL Technologies Ltd0.002%

Tata Consultancy Services Ltd0.000%

Sector Allocation of Equity

Financial Services32.20%

Energy7.36%

Industrials8.03%

Communication Services5.32%

Consumer Cyclical13.20%

Technology4.39%

Utilities2.95%

Consumer Defensive7.51%

Healthcare8.03%

Basic Materials5.92%

Equity1.42%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Large Cap Fund - Regular Plan - 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.