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

Equity
Mid Cap
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.79%Others: 2.21%

Market Cap

Mid Cap: 70.77%Large Cap: 16.63%Small Cap: 10.39%

Number of stocks

Top 10 Holdings

44.52% of portfolio

Market Cap of Equity

Mid Cap

70.7700%

Large Cap

16.6300%

Small Cap

10.3900%

Companies Allocation of Equity

Persistent Systems Ltd5.86%

Coforge Limited4.86%

MARICO LIMITED NEW EQ RE.14.78%

MCX INDIA LIMITED EQ NEW RS. 10/-4.48%

BSE LIMITED EQ NEW FV RS. 2/-4.42%

THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.30%

PB FINTECH LIMITED EQ NEW FV RS. 2/-4.18%

IDFC FIRST BANK LIMITED EQ4.10%

UNO MINDA LIMITED EQ NEW FV RS. 2/-3.78%

INDIAN BANK EQ3.76%

Sector Allocation of Equity

IT - Software6.02%

Agricultural Food & other Products2.39%

Capital Markets7.43%

Banks10.99%

Financial Technology (Fintech)2.09%

Auto Components6.22%

Healthcare Services3.53%

Industrial Products5.43%

Ferrous Metals1.96%

Minerals & Mining1.67%

Chemicals & Petrochemicals4.32%

Beverages1.61%

Insurance1.59%

Pharmaceuticals & Biotechnology4.54%

Finance8.48%

Agricultural, Commercial & Construction Vehicles2.32%

Leisure Services2.66%

Retailing2.54%

Electrical Equipment3.23%

Textiles & Apparels1.20%

Petroleum Products1.18%

Cement & Cement Products1.15%

Aerospace & Defense1.67%

Realty2.84%

Oil1.06%

Consumer Durables2.43%

Telecom - Services2.39%

Automobiles1.89%

Food Products0.80%

Fertilizers & Agrochemicals0.67%

Commercial Services & Supplies0.58%

Power0.55%

Industrial Manufacturing0.36%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Mid 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.