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 TECHNOLOGY FUND REGULAR PLAN IDCW REINVESTMENT - Portfolio Analysis

Equity
IT & Technology
Status: Open

Portfolio Overview

As of April 30, 2026

Asset Allocation

Equity: 96.59%Others: 3.41%

Market Cap

Large Cap: 40.49%Others: 34.96%Mid Cap: 13.82%Small Cap: 7.32%

Number of stocks

Top 10 Holdings

96.59% of portfolio

Market Cap of Equity

Large Cap

40.49%

Others

34.96%

Mid Cap

13.82%

Small Cap

7.32%

Companies Allocation of Equity

Bharti Airtel Ltd10.327%

Infosys Ltd7.162%

NVIDIA Corp6.394%

Tech Mahindra Ltd6.042%

Apple Inc5.366%

Mphasis Ltd4.535%

Ather Energy Ltd4.364%

Microsoft Corp4.150%

HCL Technologies Ltd3.895%

LTM Ltd3.700%

Persistent Systems Ltd3.010%

Eternal Ltd3.006%

Broadcom Inc2.662%

PB Fintech Ltd2.612%

Coforge Ltd2.054%

Tata Consultancy Services Ltd1.812%

JSW Energy Ltd1.684%

Data Patterns (India) Ltd1.561%

Zensar Technologies Ltd1.464%

Home First Finance Co India Ltd ---1.392%

Larsen & Toubro Ltd1.314%

Dixon Technologies (India) Ltd1.145%

Sona BLW Precision Forgings Ltd1.140%

Birlasoft Ltd1.034%

Oracle Financial Services Software Ltd0.951%

Indus Towers Ltd Ordinary Shares0.840%

Micron Technology Inc0.796%

Advanced Micro Devices Inc0.789%

ABB India Ltd0.706%

Netweb Technologies India Ltd0.695%

TBO Tek Ltd0.604%

TeamLease Services Ltd0.571%

Intel Corp0.532%

Cisco Systems Inc0.448%

Lam Research Corp0.440%

Palantir Technologies Inc Ordinary Shares - Class A0.437%

Applied Materials Inc0.428%

KPIT Technologies Ltd0.424%

Oracle Corp0.378%

Texas Instruments Inc0.350%

KLA Corp0.316%

International Business Machines Corp0.296%

Analog Devices Inc0.269%

Qualcomm Inc0.262%

Arista Networks Inc0.247%

Amphenol Corp Class A0.246%

Salesforce Inc0.220%

Tata Motors Ltd0.208%

SanDisk Corp Ordinary Shares0.206%

Seagate Technology Holdings PLC0.195%

Western Digital Corp0.194%

Dell Technologies Inc Ordinary Shares - Class C0.179%

Corning Inc0.177%

Palo Alto Networks Inc0.170%

AppLovin Corp Ordinary Shares - Class A0.164%

Accenture PLC Class A0.151%

CrowdStrike Holdings Inc Class A0.149%

Intuit Inc0.145%

Adobe Inc0.138%

ServiceNow Inc0.127%

Synopsys Inc0.126%

Cadence Design Systems Inc0.123%

Monolithic Power Systems Inc0.102%

NXP Semiconductors NV0.101%

Motorola Solutions Inc0.101%

TE Connectivity PLC Registered Shares0.085%

Keysight Technologies Inc0.082%

Teradyne Inc0.074%

Fortinet Inc0.071%

Autodesk Inc0.069%

Microchip Technology Inc0.068%

Datadog Inc Class A0.058%

Hewlett Packard Enterprise Co0.052%

Roper Technologies Inc0.052%

Teledyne Technologies Inc0.041%

Workday Inc Class A0.041%

Cognizant Technology Solutions Corp Class A0.035%

Fair Isaac Corp0.033%

Sector Allocation of Equity

Communication Services11.33%

Technology66.10%

Consumer Cyclical9.32%

Financial Services4.00%

Utilities1.68%

Industrials4.15%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

EDELWEISS TECHNOLOGY FUND REGULAR PLAN IDCW REINVESTMENT

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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.