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 Nifty Alpha Low Volatility 30 Index Fund-Reg (G) - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.01%

Market Cap

Large Cap: 77.12%Mid Cap: 16.66%Others: 6.23%

Number of stocks

Top 10 Holdings

100.01% of portfolio

Market Cap of Equity

Large Cap

77.12%

Mid Cap

16.66%

Others

6.23%

Companies Allocation of Equity

State Bank of India4.675%

Nestle India Ltd4.293%

ICICI Bank Ltd4.227%

SBI Life Insurance Co Ltd4.011%

Titan Co Ltd3.970%

HDFC Bank Ltd3.873%

Eicher Motors Ltd3.862%

Britannia Industries Ltd3.825%

Maruti Suzuki India Ltd3.610%

Reliance Industries Ltd3.576%

The Federal Bank Ltd3.499%

Bharti Airtel Ltd3.487%

Bajaj Finance Ltd3.435%

Apollo Hospitals Enterprise Ltd3.384%

Tata Consumer Products Ltd3.368%

Asian Paints Ltd3.346%

Sun Pharmaceuticals Industries Ltd3.333%

TVS Motor Co Ltd3.213%

Torrent Pharmaceuticals Ltd3.185%

Pidilite Industries Ltd3.108%

Dr Reddy's Laboratories Ltd3.060%

Max Financial Services Ltd3.041%

Marico Ltd2.980%

UltraTech Cement Ltd2.876%

Kotak Mahindra Bank Ltd2.793%

Bajaj Finserv Ltd2.743%

Grasim Industries Ltd2.741%

HDFC Life Insurance Co Ltd2.741%

Shree Cement Ltd2.355%

SBI Cards and Payment Services Ltd Ordinary Shares1.404%

Sector Allocation of Equity

Financial Services36.44%

Consumer Defensive14.47%

Consumer Cyclical14.66%

Energy3.58%

Communication Services3.49%

Healthcare12.96%

Basic Materials14.43%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)

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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.