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 Midcap150 Momentum 50 Index Fund - Regular Plan - Growth - Portfolio Analysis

Equity
Momentum
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 100.08%

Market Cap

Mid Cap: 86.09%Large Cap: 12.68%Others: 1.31%

Number of stocks

Top 10 Holdings

100.08% of portfolio

Market Cap of Equity

Mid Cap

86.09%

Large Cap

12.68%

Others

1.31%

Companies Allocation of Equity

BSE Ltd6.884%

Cummins India Ltd4.799%

AU Small Finance Bank Ltd4.684%

Hero MotoCorp Ltd4.531%

The Federal Bank Ltd4.516%

Muthoot Finance Ltd4.367%

GE Vernova T&D India Ltd3.429%

L&T Finance Ltd3.276%

Ashok Leyland Ltd3.066%

Fortis Healthcare Ltd3.058%

One97 Communications Ltd3.045%

Max Financial Services Ltd2.845%

Aditya Birla Capital Ltd2.828%

FSN E-Commerce Ventures Ltd2.819%

HDFC Asset Management Co Ltd2.588%

Indian Bank2.494%

Hitachi Energy India Ltd Ordinary Shares2.295%

GMR Airports Ltd2.276%

IDFC First Bank Ltd2.267%

UPL Ltd2.253%

Glenmark Pharmaceuticals Ltd2.179%

National Aluminium Co Ltd1.826%

Indus Towers Ltd Ordinary Shares1.718%

Persistent Systems Ltd1.714%

Polycab India Ltd1.631%

Mahindra & Mahindra Financial Services Ltd1.573%

Lupin Ltd1.543%

SRF Ltd1.451%

Hindustan Petroleum Corp Ltd1.429%

Coforge Ltd1.311%

Vodafone Idea Ltd1.299%

Marico Ltd1.241%

MRF Ltd1.239%

UNO Minda Ltd1.048%

Jindal Stainless Ltd0.987%

JK Cement Ltd0.987%

Coromandel International Ltd0.924%

Bank of India0.912%

APL Apollo Tubes Ltd0.862%

Biocon Ltd0.839%

Nippon Life India Asset Management Ltd Ordinary Shares0.776%

Sundaram Finance Ltd0.771%

SBI Cards and Payment Services Ltd Ordinary Shares0.636%

AIA Engineering Ltd0.599%

Dalmia Bharat Ltd0.425%

Berger Paints India Ltd0.402%

3M India Ltd0.397%

Bharti Hexacom Ltd0.360%

Indraprastha Gas Ltd0.342%

Abbott India Ltd0.342%

Sector Allocation of Equity

Financial Services41.42%

Industrials19.94%

Consumer Cyclical9.64%

Healthcare7.96%

Technology6.07%

Basic Materials8.66%

Communication Services3.38%

Energy1.43%

Consumer Defensive1.24%

Utilities0.34%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth

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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.