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Edelweiss Financial Services Fund

Edelweiss Mutual Fund Sectoral Fund As of 2026-06-30
Holdings
31
Concentrated
Top 10 weight
71%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

5Sectors 7Large positions 57.1%Top: Banks 3.0%Cash

Market-cap allocation

Large cap62%
Mid cap18%
Small cap10%

Asset allocation

Equity97%
Cash3%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 97% equity, 3% cash.
  • 31 disclosed positions across 5 classified equity sectors.
  • Largest equity sector is Banks at 57.1% of the portfolio.
  • Large-cap exposure is 62%.

Watchpoints

  • Top 10 positions account for 71%, indicating high portfolio concentration.
  • Sector concentration is elevated: Banks represents 57%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Sectoral Fund.

Infrastructure Fund42 holdings · 47% top 10
Lic Mf Technology Fund32 holdings · 58% top 10
Edelweiss Financial Services Fund30 holdings · 71% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks57.1%
Finance21.1%
Capital Markets9.4%
Insurance8.4%
Financial Technology (Fintech)1.0%