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 MULTI ASSET OMNI FUND OF FUND REGULAR PLAN IDCW PAYOUT - Portfolio Analysis

Hybrid
Domestic FoF
Status: Open

Portfolio Overview

As of June 30, 2026

Asset Allocation

Others: 100.00%

Market Cap

Other: 99.30%Cash And Equivalents: 0.70%

Number of stocks

Top 10 Holdings

100.00% of portfolio

Market Cap of Others

Other

99.30%

Cash And Equivalents

0.70%

Companies Allocation of Others

Edelweiss Nifty LargeMidcap 250 ETF29.430%

Edelweiss Bnkg & PSU Debt Dir Gr12.031%

Edelweiss Focused Dir Gr10.422%

Edelweiss Large Cap Dir Gr10.126%

Edelweiss Silver ETF9.808%

Edelweiss Gold ETF9.624%

Edelweiss Recently Listed IPO Dir Gr5.936%

Edelweiss Consumption Dir Gr4.992%

Edelweiss Technology Fund Dir Gr4.885%

Edelweiss Financial Services Dir Gr1.991%

Clearing Corporation Of India Ltd.0.522%

Net Receivables/(Payables)0.180%

Edelweiss Large & Mid Dir Gr0.052%

Accrued Interest0.000%

Sector Allocation of Others

Other99.30%

Cash And Equivalents0.70%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

EDELWEISS MULTI ASSET OMNI FUND OF FUND REGULAR PLAN IDCW PAYOUT

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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.