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 Smallcap 250 Index Fund - Regular Plan - Growth - Portfolio Analysis

Others
Index
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 99.93%Others: 0.07%

Market Cap

Mid Cap: 9.92%Small Cap: 90.01%

Number of stocks

250

Top 10 Holdings

27.64% of portfolio

Market Cap of Equity

Mid Cap

9.9200%

Small Cap

90.0100%

Companies Allocation of Equity

MCX INDIA LIMITED EQ NEW RS. 10/-5.66%

LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.28%

CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED EQ2.56%

RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-2.56%

THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-2.48%

DELHIVERY LIMITED EQ NEW FV RE.1/-2.18%

NAVIN FLUORINE INTERNATIONAL LTD EQ NEW FV RS. 2/-2.16%

CITY UNION BANK LIMITED EQ NEW RS. 1/-2.08%

RBL BANK LIMITED EQ1.90%

CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED EQ NEW FV RE. 1/-1.78%

Sector Allocation of Equity

Capital Markets8.74%

Pharmaceuticals & Biotechnology10.18%

Beverages1.28%

Banks4.27%

Transport Services2.00%

Chemicals & Petrochemicals4.64%

Finance9.88%

Non - Ferrous Metals0.85%

Consumer Durables3.97%

Commercial Services & Supplies2.06%

Healthcare Services3.98%

Construction3.40%

Cement & Cement Products1.12%

Industrial Manufacturing2.32%

Auto Components5.16%

Realty1.71%

Electrical Equipment1.26%

IT - Services1.84%

Industrial Products6.35%

Automobiles1.58%

Fertilizers & Agrochemicals1.57%

Power2.20%

Insurance1.17%

Personal Products1.06%

Petroleum Products0.80%

Gas1.21%

Paper, Forest & Jute Products0.44%

IT - Software2.31%

Entertainment1.19%

Aerospace & Defense1.06%

Leisure Services2.40%

Telecom - Services0.64%

Agricultural, Commercial & Construction Vehicles0.54%

Healthcare Equipment & Supplies0.34%

Retailing1.05%

Agricultural Food & other Products1.02%

Diversified0.58%

Consumer Services0.31%

Minerals & Mining0.54%

IT - Hardware0.26%

Ferrous Metals0.49%

Food Products0.54%

Household Products0.42%

Textiles & Apparels0.70%

Telecom - Equipment & Accessories0.33%

Oil0.17%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - Growth

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Frequently Asked Questions

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.