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Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund-Reg (G) Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund-Reg (G)

Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Portfolio Analysis

  • ₹8.75 (-1.27%)

    Current NAV 28-08-2025

  • 0%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹100

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Jul-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 100.7%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 39.2
Mid Cap 36.53
Small Cap 16.1
Others 8.88

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrials

Financial Services

Technology

Consumer Defensive

Healthcare

Consumer Cyclical

Basic Materials

Energy

Communication Services

Utilities

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Divi's Laboratories Ltd Large Cap Healthcare (39.26) 5.27% 70.65 22.03%
Britannia Industries Ltd Large Cap Consumer Defensive (67.05) 5.03% 62.63 0.07%
Bajaj Finance Ltd Financial Services 5% - 0%
Bharat Electronics Ltd Large Cap Industrials (45.76) 4.97% 48.34 21.19%
Nestle India Ltd Large Cap Consumer Defensive (67.05) 4.92% 72.08 -6.77%
Suzlon Energy Ltd Mid Cap Industrials (51.88) 4.74% 41.84 -13.39%
Eicher Motors Ltd Large Cap Consumer Cyclical (31.49) 4.63% 32.11 23.7%
BSE Ltd Mid Cap Financial Services 4.58% - 0%
HCL Technologies Ltd Large Cap Technology (28.57) 4.5% 23.82 -13.42%
Hindustan Aeronautics Ltd Ordinary Shares Large Cap Industrials (47.66) 4.36% 35.5 -4.88%
Coforge Ltd Technology 3.88% - 0%
HDFC Asset Management Co Ltd Mid Cap Financial Services (38.31) 3.69% 44.39 22.49%
Dixon Technologies (India) Ltd Mid Cap Technology (119.47) 3.6% 85.03 24.57%
Persistent Systems Ltd Mid Cap Technology 3.47% - 0%
Bharat Petroleum Corp Ltd Large Cap Energy (33.78) 3.46% 10.4 -5.53%
Solar Industries India Ltd Mid Cap Basic Materials (26.29) 3.32% 0 14.53%
Coromandel International Ltd Mid Cap Basic Materials (15.82) 2.9% 18.4 18.6%
Marico Ltd Mid Cap Consumer Defensive (101.43) 2.59% 23.47 -0.76%
Page Industries Ltd Mid Cap Consumer Cyclical (51.84) 2.13% 0 8.29%
CG Power & Industrial Solutions Ltd Large Cap Industrials (81.8) 2.06% 104.61 -1.79%
Mazagon Dock Shipbuilders Ltd Mid Cap Industrials 1.79% - 0%
Central Depository Services (India) Ltd Small Cap Financial Services 1.51% - 0%
Narayana Hrudayalaya Ltd Small Cap Healthcare (48.65) 1.18% 45.75 37.95%
Manappuram Finance Ltd Small Cap Financial Services (27.73) 1.16% 27.8 22.33%
360 One Wam Ltd Ordinary Shares Mid Cap Financial Services 1.08% - 0%
GlaxoSmithKline Pharmaceuticals Ltd Mid Cap Healthcare (39.26) 1.04% 49.07 -1.83%
Godfrey Phillips India Ltd Small Cap Consumer Defensive (52.47) 1.04% 45.98 82.7%
Computer Age Management Services Ltd Ordinary Shares Small Cap Technology (36.17) 0.93% 38.49 -15.58%
Nippon Life India Asset Management Ltd Ordinary Shares Mid Cap Financial Services (41.06) 0.83% 38.11 16.17%
Angel One Ltd Ordinary Shares Small Cap Financial Services (36.67) 0.82% 21.39 -11.74%
Affle 3i Ltd Small Cap Communication Services (17.14) 0.79% 68.85 32.02%
Motilal Oswal Financial Services Ltd Mid Cap Financial Services (36.17) 0.77% 19.17 19.39%
Intellect Design Arena Ltd Small Cap Technology (28.41) 0.75% 38.08 -1.68%
Indian Energy Exchange Ltd Small Cap Financial Services (77.93) 0.74% 27.17 -28.68%
Garden Reach Shipbuilders & Engineers Ltd Small Cap Industrials (45.76) 0.72% 0 31.92%
Cohance Lifesciences Ltd Small Cap Healthcare (38.66) 0.68% 87.93 -6.64%
Castrol India Ltd Small Cap Energy (21.5) 0.66% 0 -11.43%
Gillette India Ltd Small Cap Consumer Defensive (54.51) 0.56% 25.73 48.46%
Zensar Technologies Ltd Small Cap Technology (36.96) 0.56% 25.69 109.02%
eClerx Services Ltd Small Cap Technology (51.64) 0.53% 31.72 40.93%
Zen Technologies Ltd Small Cap Industrials (45.76) 0.51% 52.21 -20.5%
LT Foods Ltd Small Cap Consumer Defensive (30.01) 0.5% 33.79 75.5%
Mahanagar Gas Ltd Small Cap Utilities (20.97) 0.43% 12.18 -26.79%
AstraZeneca Pharma India Ltd Small Cap Healthcare (55.16) 0.38% 96.24 61.67%
Schneider Electric Infrastructure Ltd Small Cap Industrials (82.43) 0.33% 0 5.66%
Newgen Software Technologies Ltd Small Cap Technology (28.41) 0.3% 40.24 -15.29%
Elecon Engineering Co Ltd Small Cap Industrials 0.28% - 0%
BLS International Services Ltd Small Cap Industrials (721.14) 0.27% 30.8 1.99%
Caplin Point Laboratories Ltd Small Cap Healthcare (39.26) 0.26% 28.85 16.07%
Action Construction Equipment Ltd Small Cap Industrials (40.36) 0.22% 29.39 -19.65%

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Frequently Asked Questions

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.

Top 5 holdings for Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund?

The top holdings of this fund are

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.

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.

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 Sector for Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund?

The major sectors of this fund are .

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 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.

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