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 Recently Listed IPO Fund Regular Plan Growth - Portfolio Analysis

Equity
Other Themes
Status: Open

Portfolio Overview

As of December 31, 2025

Asset Allocation

Equity: 97.33%Others: 4.56%Debt: 0.32%

Market Cap

Small Cap: 65.01%Large Cap: 11.55%Mid Cap: 20.77%

Number of stocks

Top 10 Holdings

78.36% of portfolio

Market Cap of Equity

Small Cap

65.0100%

Large Cap

11.5500%

Mid Cap

20.7700%

Companies Allocation of Equity

ATHER ENERGY PRIVATE LIMITED EQ FV RE.1/-12.62%

LG Electronics India Limited11.60%

Dr Agarwals Health Care Ltd. 8.30%

CANARA ROBECO ASSET MANAGEMENT CO. LTD. EQ7.92%

VISHAL MEGA MART PRIVATE LIMITED EQ6.94%

HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RE 1/-6.82%

TATA CAPITAL LIMITED EQ6.68%

HDB FINANCIAL SERVICES LIMITED EQ6.50%

Sai Life Sciences Limited5.78%

Belrise Industries Limited5.20%

Sector Allocation of Equity

Automobiles6.31%

Consumer Durables9.20%

Healthcare Services4.15%

Capital Markets9.41%

Retailing8.05%

IT - Software4.73%

Finance6.59%

Pharmaceuticals & Biotechnology9.51%

Auto Components7.23%

Industrial Manufacturing2.53%

Electrical Equipment5.16%

Other Consumer Services2.17%

IT - Services2.17%

Cement & Cement Products2.02%

Financial Technology (Fintech)2.06%

Telecom - Services1.54%

Industrial Products1.51%

Commercial Services & Supplies3.74%

Aerospace & Defense2.53%

Agricultural, Commercial & Construction Vehicles1.04%

Food Products0.98%

IT - Hardware0.90%

Chemicals & Petrochemicals0.90%

Agricultural Food & other Products0.86%

Leisure Services1.45%

Construction0.39%

Diversified Metals0.20%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

Edelweiss Recently Listed IPO Fund Regular Plan Growth

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

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.