Edel Ny Lmcap250 Pl 8 13 Yr Gs 70 30 Idx
Edelweiss Mutual Fund
As of 2026-06-30
Holdings
255
Well diversified
Top 10 weight
43%
Concentration
Strategy data
N/A
Not reported
Equity
70%
Asset allocation
Portfolio
45Sectors
2Large positions
12.1%Top: Banks
1.6%Cash
Market-cap allocation
Large cap35%
Mid cap32%
Small cap1%
Asset allocation
Equity70%
Debt29%
Cash2%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 70% equity, 29% debt, 2% cash.
- 255 disclosed positions across 45 classified equity sectors.
- Largest equity sector is Banks at 12.1% of the portfolio.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Comparable funds require category or compatible portfolio metadata.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
12.1%
4.4%
4.2%
3.7%
3.2%
2.9%
2.9%
2.7%
2.5%
2.5%
2.4%
2.3%
2.1%
1.7%
Other 31 sectors20.1%
1.6%
1.4%
1.2%
1.2%
1.2%
1.1%
1.0%
0.9%
0.9%
0.8%
0.8%
0.7%
0.7%
0.7%
0.7%
0.6%
0.6%
0.5%
0.5%
0.5%
0.5%
0.4%
0.4%
0.3%
0.3%
0.2%
0.2%
0.1%
0.1%
0.1%
0.1%