Edelweiss Balanced Advantage Fund
Edelweiss Mutual Fund
Dynamic Asset Allocation Fund As of 2026-06-30
Holdings
146
Well diversified
Top 10 weight
30%
Concentration
Strategy data
N/A
Not reported
Equity
83%
Asset allocation
Portfolio
38Sectors
0Large positions
14.5%Top: Banks
5.5%Cash
Market-cap allocation
Large cap56%
Mid cap17%
Small cap5%
Asset allocation
Equity83%
Debt9%
Cash6%
Other1%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 83% equity, 9% debt, 6% cash.
- 146 disclosed positions across 38 classified equity sectors.
- Largest equity sector is Banks at 14.5% of the portfolio.
- Top 10 positions account for 30%, indicating relatively distributed position weights.
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
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund320 holdings · 31% top 10
ICICI Prudential Balanced Advantage Fund210 holdings · 32% top 10
Aditya Birla Sun Life Balanced Advantage Fund161 holdings · 24% top 10
Axis Balanced Advantage Fund156 holdings · 41% top 10
NJ Balanced Advantage Fund154 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
14.5%
6.5%
5.7%
5.5%
4.8%
4.4%
4.0%
3.6%
3.6%
3.3%
3.3%
2.5%
1.8%
1.8%
Other 24 sectors17.6%
1.7%
1.4%
1.3%
1.2%
1.2%
1.0%
1.0%
0.9%
0.8%
0.8%
0.7%
0.7%
0.7%
0.7%
0.7%
0.4%
0.4%
0.4%
0.4%
0.4%
0.3%
0.3%
0.2%
0.0%