₹16.73 -0.0452%
30-04-202472.83%
Min. SIP ₹100
Min. Investment ₹100
| Allocation | |
|---|---|
| Mid Cap | 80.44 |
| Large Cap | 19.61 |
Financial
Healthcare
Capital Goods
Metals & Mining
Construction
Automobile
Technology
Chemicals
Services
Materials
Energy
Insurance
Textiles
Consumer Discretionary
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 30-Apr-2024 |
Holdings | PE Ratio 30-Apr-2024 |
1Y Return |
|---|---|---|---|---|---|
| Lupin Ltd. | Mid Cap | Healthcare (132.95) | 5.11% | 167.31 | 197.56% |
| REC Ltd. | Large Cap | Financial (17.65) | 4.86% | 10.17 | 283.7% |
| Power Finance Corporation Ltd. | Large Cap | Financial (17.65) | 4.7% | 7.74 | 224.75% |
| Aurobindo Pharma Ltd. | Mid Cap | Healthcare (56.88) | 4.45% | 24.37 | 86.95% |
| Bharat Heavy Electricals Ltd. | Mid Cap | Capital Goods (60.15) | 3.88% | -828.38 | 259.43% |
| Indian Railway Finance Corporation Ltd. | Large Cap | Financial (17.65) | 3.54% | 0 | 394.5% |
| Jindal Stainless Ltd. | Mid Cap | Metals & Mining (28.76) | 3.41% | 21.05 | 131.64% |
| Persistent Systems Ltd. | Mid Cap | Technology (35.12) | 3.02% | 60.39 | 85.06% |
| HDFC Asset Management Company Ltd. | Mid Cap | Financial (33) | 2.99% | 42.72 | 120.24% |
| Polycab India Ltd. | Large Cap | Capital Goods (62.12) | 2.96% | 51.38 | 77.37% |
| NMDC Ltd. | Mid Cap | Metals & Mining (10.05) | 2.93% | 10.88 | 109.86% |
| Sundaram Finance Ltd. | Mid Cap | Financial (30.24) | 2.8% | 32.89 | 101.58% |
| Supreme Industries Ltd. | Mid Cap | Materials (46.98) | 2.79% | 59.91 | 85.57% |
| Max Healthcare Institute Ltd. | Mid Cap | Healthcare (89.73) | 2.74% | 77.13 | 82.81% |
| Alkem Laboratories Ltd. | Mid Cap | Healthcare (38.82) | 2.74% | 57.92 | -8.63% |
| The Phoenix Mills Ltd. | Mid Cap | Construction (106.85) | 2.7% | 55.27 | 119.31% |
| Prestige Estates Projects Ltd. | Mid Cap | Construction (106.85) | 2.55% | 32.48 | 181.52% |
| Bharat Forge Ltd. | Mid Cap | Automobile (26.29) | 2.48% | 0 | 0% |
| PB Fintech Ltd. | Mid Cap | Services (76.58) | 2.47% | 615.37 | 84.19% |
| KPIT Technologies Ltd. | Mid Cap | Technology (31.65) | 2.27% | 75.54 | 62.85% |
| Macrotech Developers Ltd. | Large Cap | Construction (30.81) | 2.19% | 27.76 | 30.1% |
| APL Apollo Tubes Ltd. | Mid Cap | Metals & Mining (41.46) | 2.15% | 56.76 | 30.66% |
| Torrent Power Ltd. | Mid Cap | Energy (27.5) | 2.05% | 39.05 | 173.14% |
| Solar Industries India Ltd. | Mid Cap | Chemicals (26.29) | 1.83% | 0 | 14.53% |
| Fortis Healthcare Ltd. | Mid Cap | Healthcare (89.73) | 1.8% | 59.7 | 67.75% |
| IDFC First Bank Ltd. | Mid Cap | Financial (19.95) | 1.76% | 19.19 | 33.43% |
| Ipca Laboratories Ltd. | Mid Cap | Healthcare (56.88) | 1.67% | 60.12 | 88.4% |
| Oberoi Realty Ltd. | Mid Cap | Construction (106.85) | 1.57% | 33.21 | 61.61% |
| MRF Ltd. | Mid Cap | Automobile (52.35) | 1.55% | 27.86 | 49.58% |
| CG Power and Industrial Solutions Ltd. | Mid Cap | Capital Goods (111) | 1.53% | 52.26 | 79.38% |
| Union Bank of India | Large Cap | Financial (17.17) | 1.36% | 8.86 | 103.31% |
| NHPC Ltd. | Mid Cap | Energy (27.5) | 1.26% | 25.99 | 117.19% |
| L&T Finance Holdings Ltd. | Mid Cap | Financial (30.24) | 1.24% | 18.3 | 80.26% |
| Indian Bank | Mid Cap | Financial (17.17) | 1.17% | 9.66 | 70.13% |
| Linde India Ltd. | Mid Cap | Chemicals (111.24) | 1.1% | 164.73 | 107.42% |
| Ajanta Pharma Ltd. | Mid Cap | Healthcare (56.88) | 1.04% | 37.91 | 68.05% |
| Mazagon Dock Shipbuilders Ltd. | Mid Cap | Capital Goods (58.91) | 0.84% | 29.6 | 211.37% |
| The New India Assurance Company Ltd. | Mid Cap | Insurance (44.15) | 0.82% | 43.72 | 133.68% |
| General Insurance Corporation of India | Mid Cap | Insurance (9.81) | 0.82% | 8.88 | 125.5% |
| Escorts Kubota Ltd. | Mid Cap | Automobile (65.8) | 0.79% | 36.66 | 69.73% |
| ZF Commercial Vehicle Control Systems India Ltd. | Mid Cap | Automobile (70.51) | 0.76% | 64.1 | 34.7% |
| The Fertilisers And Chemicals Travancore Ltd. | Mid Cap | Chemicals (17.6) | 0.75% | 123.78 | 107.75% |
| AIA Engineering Ltd. | Mid Cap | Metals & Mining (34.27) | 0.74% | 31.16 | 38.77% |
| Crisil Ltd. | Mid Cap | Services (47.25) | 0.67% | 48.83 | 20.6% |
| The Ramco Cements Ltd. | Mid Cap | Materials (54.82) | 0.65% | 49.07 | 7.82% |
| K.P.R. Mill Ltd. | Mid Cap | Textiles (751.55) | 0.61% | 0 | 166.23% |
| Sundram Fasteners Ltd. | Mid Cap | Capital Goods (46.85) | 0.59% | 45.92 | 7.6% |
| UNO Minda Ltd. | Mid Cap | Automobile (95.28) | 0.55% | 73.31 | 30.06% |
| Sun TV Network Ltd. | Mid Cap | Services (32.89) | 0.5% | 0 | -100% |
| Metro Brands Ltd. | Mid Cap | Consumer Discretionary (75.27) | 0.3% | 89.51 | 23.95% |
| Allocation | |
|---|---|
| Others | 0.63 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | 0.63% | 0% |
| Allocation | |
|---|---|
| Others | -0.68 |
Others
Current Holdings
| Stocks | Market Cap | Sectors (PE Ratio) 01-Jan-1970 |
Holdings | PE Ratio 01-Jan-1970 |
1Y Return |
|---|---|---|---|---|---|
| Others | Others | -0.68% | 0% |
Frequently Asked Questions’s
What is Market cap allocation in the portfolio?
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.
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.
Top 5 holdings for Edelweiss Nifty Midcap150 Momentum 50 Index Fund?
The top holdings of this fund are Lupin Ltd., REC Ltd., Power Finance Corporation Ltd., Aurobindo Pharma Ltd., Bharat Heavy Electricals Ltd.
Top 5 Sector for Edelweiss Nifty Midcap150 Momentum 50 Index Fund?
The major sectors of this fund are Financial, Healthcare, Capital Goods, Metals & Mining, Construction.
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.
