← Edelweiss Mutual Fund

Edelweiss Financial Services Fund - Direct Plan - Growth Option

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
26
Apr 2026
Equity Holdings
₹235.44 Cr
Equity only, excl. debt & cash
Top 5 Weight
44.9%
High concentration
Top 10 Weight
68.8%
High concentration
Changes
26
1 new · 0 exits
Top Sector
Banks
53.7% of portfolio
📋 What Happened This Month Edelweiss Financial Services Fund added 1 new stock to its portfolio this month. The biggest new buy was Billionbrains Garage Ventures Ltd (Capital Markets) at 1.29% weight. Among existing holdings, BSE Limited saw the biggest increase — now at 6.92% of the portfolio. ICICI Bank Limited was trimmed the most, now at 9.46%. State Bank of India remains the top holding with Banks the dominant sector at 53.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 58.4% 55.6% -2.8%
Finance 22.0% 21.8% -0.3%
Insurance 10.1% 10.1% 0.0%
Capital Markets 5.4% 6.3% +0.9%
Financial Technology (Fintech) 1.0% 1.1% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 55.6% 53.7% -1.9%
Finance 21.8% 22.3% +0.5%
Insurance 10.1% 9.5% -0.6%
Capital Markets 6.3% 9.0% +2.7%
Financial Technology (Fintech) 1.1% 1.2% +0.1%
🟢
Biggest New Buy
Billionbrains Garage Ventures Ltd
1.29% weight · Capital Markets
Biggest Add
BSE Limited
+1.19% · now 6.92%
Biggest Trim
ICICI Bank Limited
-0.57% · now 9.46%
🤝 Other funds also bought this month
Billionbrains Garage Ventures Ltd 28 funds
Billionbrains Garage Ventures Ltd
Mirae Asset Nifty India Internet ETF
HDFC Banking & Financial Services Fund
Edelweiss Large & Mid Cap Fund - Direct Plan - Growth Option + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 1 New Entry ↑ 11 Increased ↓ 14 Decreased
#StockSectorWeight (Apr 2026)
1
Billionbrains Garage Ventures Ltd
₹3.17 Cr
Capital Markets 1.29%
#StockSectorMar 2026Apr 2026Change
1
BSE Limited
₹17.05 Cr
Capital Markets 5.73% 6.92% +1.19%
2
Home First Finance Company India Limited
₹3.84 Cr
Finance 1.35% 1.56% +0.21%
3
Multi Commodity Exchange of India Limited
₹1.87 Cr
Capital Markets 0.58% 0.76% +0.18%
4
Bajaj Finance Limited
₹7.02 Cr
Finance 2.71% 2.85% +0.14%
5
Power Finance Corporation Limited
₹5.46 Cr
Finance 2.08% 2.22% +0.14%
6
Cholamandalam Investment and Finance Company Ltd
₹7.17 Cr
Finance 2.80% 2.91% +0.11%
7
L&T Finance Limited
₹4.85 Cr
Finance 1.87% 1.97% +0.10%
8
PB Fintech Limited
₹2.87 Cr
Financial Technology (Fintech) 1.11% 1.17% +0.06%
9
City Union Bank Limited
₹6.12 Cr
Banks 2.45% 2.48% +0.03%
10
CreditAccess Grameen Limited
₹5.21 Cr
Finance 2.09% 2.11% +0.02%
#StockSectorMar 2026Apr 2026Change
1
ICICI Bank Limited
₹23.30 Cr
Banks 10.03% 9.46% -0.57%
2
HDFC Bank Limited
₹23.63 Cr
Banks 10.10% 9.59% -0.51%
3
SBI Life Insurance Company Limited
₹12.30 Cr
Insurance 5.42% 4.99% -0.43%
4
Karur Vysya Bank Limited
₹5.80 Cr
Banks 2.58% 2.35% -0.23%
5
State Bank of India
₹25.40 Cr
Banks 10.50% 10.31% -0.19%
6
Max Financial Services Limited
₹11.02 Cr
Insurance 4.66% 4.47% -0.19%
7
Shriram Finance Limited
₹13.56 Cr
Finance 5.68% 5.50% -0.18%
8
Axis Bank Limited
₹21.28 Cr
Banks 8.78% 8.64% -0.14%
9
Kotak Mahindra Bank Limited
₹14.79 Cr
Banks 6.15% 6.01% -0.14%
10
Indian Bank
₹2.41 Cr
Banks 1.08% 0.98% -0.10%

Full Portfolio

26 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹25.40 Cr
Banks
10.31%
2
₹23.63 Cr
Banks
9.59%
3
₹23.30 Cr
Banks
9.46%
4
₹21.28 Cr
Banks
8.64%
5
₹17.05 Cr
Capital Markets
6.92%
6
₹14.79 Cr
Banks
6.01%
7
₹13.56 Cr
Finance
5.50%
8
₹12.30 Cr
Insurance
4.99%
9
₹11.02 Cr
Insurance
4.47%
10
₹7.17 Cr
Finance
2.91%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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