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

Others
Index
Status: Open

Portfolio Overview

As of November 30, 2025

Asset Allocation

Equity: 100.02%

Market Cap

Mid Cap: 85.72%Large Cap: 13.69%Small Cap: 0.61%

Number of stocks

Top 10 Holdings

77.52% of portfolio

Market Cap of Equity

Mid Cap

85.7200%

Large Cap

13.6900%

Small Cap

0.6100%

Companies Allocation of Equity

BSE LIMITED EQ NEW FV RS. 2/-10.24%

MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-9.80%

MAX HEALTHCARE INSTITUTE LIMITED EQ9.22%

Coforge Limited7.84%

Persistent Systems Ltd7.40%

SUZLON ENERGY LIMITED EQ. NEW RS. 2/-7.24%

ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/-7.10%

SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-6.72%

SRF LIMITED EQ6.18%

FORTIS HEALTHCARE LIMITED. EQ5.78%

Sector Allocation of Equity

Capital Markets7.92%

Insurance4.90%

Healthcare Services7.50%

IT - Software7.62%

Electrical Equipment6.12%

Financial Technology (Fintech)5.72%

Chemicals & Petrochemicals6.45%

Fertilizers & Agrochemicals5.13%

Banks6.16%

Consumer Durables4.10%

Finance8.60%

Retailing2.16%

Cement & Cement Products2.92%

Telecom - Services3.24%

Agricultural Food & other Products2.09%

Pharmaceuticals & Biotechnology4.60%

Industrial Products1.82%

Industrial Manufacturing1.79%

Petroleum Products1.72%

Auto Components2.34%

Ferrous Metals1.54%

Textiles & Apparels1.93%

Aerospace & Defense1.22%

Leisure Services1.07%

Gas0.61%

Construction0.46%

Diversified0.29%

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.